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 | $120,403 | $46,553+158.6% | $64,056+88.0% | $75,163+60.2% |
| Participation rate | 81.3% | 65.9%+15.3pp | 72.3%+8.9pp | 67.2%+14.1pp |
| Annual return | 20.49% | 26.03%-5.5pp | 33.69%-13.2pp | 160.62%-140.1pp |
| Employer contribution / active EE | $827 | $1,974-58.1% | $2,747-69.9% | $2,670-69.0% |
| Participant deferral / active EE | $7,644 | $2,837+169.5% | $3,880+97.0% | $4,125+85.3% |
| Admin fee / account holder | $1,363 | $2,952-53.8% | $3,068-55.6% | $5,651-75.9% |