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 | $178,297 | $81,233+119.5% | $155,567+14.6% | $80,874+120.5% |
| Participation rate | 97.7% | 66.2%+31.5pp | 78.2%+19.5pp | 67.6%+30.1pp |
| Annual return | 22.46% | 33.33%-10.9pp | 64.74%-42.3pp | 35.62%-13.2pp |
| Employer contribution / active EE | $1,744 | $3,101-43.8% | $4,674-62.7% | $2,756-36.7% |
| Participant deferral / active EE | $9,188 | $3,452+166.1% | $5,628+63.3% | $4,297+113.8% |
| Admin fee / account holder | $1,228 | $7,998-84.6% | $15,916-92.3% | $6,935-82.3% |