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 | $184,908 | $67,606+173.5% | $82,313+124.6% | $70,131+163.7% |
| Participation rate | 90.9% | 72.8%+18.1pp | 76.9%+14.0pp | 69.5%+21.4pp |
| Annual return | 16.54% | 21.57%-5.0pp | 25.88%-9.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,636 | $1,755-6.8% | $2,428-32.6% | $2,342-30.2% |
| Participant deferral / active EE | $8,225 | $2,987+175.4% | $3,706+121.9% | $3,332+146.9% |
| Admin fee / account holder | $4,957 | $4,512+9.9% | $5,608-11.6% | $4,645+6.7% |