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 | $186,124 | $67,606+175.3% | $82,313+126.1% | $70,131+165.4% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 21.52% | 21.57%0pp | 25.88%-4.4pp | 73.14%-51.6pp |
| Employer contribution / active EE | $2,000 | $1,755+14.0% | $2,428-17.6% | $2,342-14.6% |
| Participant deferral / active EE | $4,066 | $2,987+36.1% | $3,706+9.7% | $3,332+22.0% |
| Admin fee / account holder | $2,355 | $4,512-47.8% | $5,608-58.0% | $4,645-49.3% |