See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,279 | $73,787+218.9% | $98,716+138.3% | $82,448+185.4% |
| Participation rate | 96.3% | 61.4%+34.9pp | 69.3%+27.0pp | 68.1%+28.2pp |
| Annual return | 21.55% | 18.57%+3.0pp | 31.81%-10.3pp | 41.64%-20.1pp |
| Employer contribution / active EE | $5,909 | $1,511+291.0% | $2,279+159.3% | $2,551+131.6% |
| Participant deferral / active EE | $2,915 | $3,081-5.4% | $4,048-28.0% | $4,139-29.6% |
| Admin fee / account holder | $1,567 | $6,500-75.9% | $8,703-82.0% | $7,234-78.3% |