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 | $177,302 | $101,724+74.3% | $164,813+7.6% | $80,856+119.3% |
| Participation rate | 98.2% | 71.8%+26.4pp | 78.6%+19.6pp | 67.6%+30.5pp |
| Annual return | 16.07% | 16.72%-0.6pp | 69.93%-53.9pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,353 | $2,953-54.2% | $4,341-68.8% | $2,755-50.9% |
| Participant deferral / active EE | $2,753 | $4,477-38.5% | $6,031-54.3% | $4,296-35.9% |
| Admin fee / account holder | $8,063 | $8,227-2.0% | $12,690-36.5% | $6,918+16.6% |