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 | $203,894 | $86,286+136.3% | $111,297+83.2% | $85,850+137.5% |
| Participation rate | 90.6% | 73.3%+17.3pp | 77.3%+13.3pp | 69.3%+21.3pp |
| Annual return | 15.61% | 19.99%-4.4pp | 54.65%-39.0pp | 318.53%-302.9pp |
| Employer contribution / active EE | $3,647 | $2,043+78.5% | $2,731+33.5% | $2,565+42.2% |
| Participant deferral / active EE | $6,677 | $3,641+83.4% | $4,487+48.8% | $3,952+69.0% |
| Admin fee / account holder | $1,799 | $8,188-78.0% | $7,964-77.4% | $6,260-71.3% |