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 | $209,164 | $77,813+168.8% | $123,544+69.3% | $64,186+225.9% |
| Participation rate | 97.6% | 74.7%+22.9pp | 82.3%+15.3pp | 69.6%+28.0pp |
| Annual return | -3.72% | 12.48%-16.2pp | 119.20%-122.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,524 | $3,014-49.4% | $4,628-67.1% | $2,381-36.0% |
| Participant deferral / active EE | $10,134 | $5,240+93.4% | $6,426+57.7% | $3,470+192.1% |
| Admin fee / account holder | $5,813 | $5,519+5.3% | $9,284-37.4% | $4,888+18.9% |