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 | $182,847 | $89,355+104.6% | $141,162+29.5% | $72,985+150.5% |
| Participation rate | 96.6% | 75.1%+21.4pp | 82.5%+14.1pp | 69.5%+27.1pp |
| Annual return | 30.24% | 111.85%-81.6pp | 71.39%-41.2pp | 81.00%-50.8pp |
| Employer contribution / active EE | $1,967 | $3,114-36.8% | $4,735-58.4% | $2,440-19.4% |
| Participant deferral / active EE | $13,779 | $5,418+154.3% | $6,709+105.4% | $3,607+282.0% |
| Admin fee / account holder | $5,733 | $5,958-3.8% | $10,261-44.1% | $5,124+11.9% |