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 | $206,641 | $72,492+185.1% | $87,100+137.2% | $72,985+183.1% |
| Participation rate | 74.4% | 72.8%+1.6pp | 76.9%-2.5pp | 69.5%+4.9pp |
| Annual return | 24.47% | 24.46%0pp | 28.19%-3.7pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,613 | $1,894-14.8% | $2,521-36.0% | $2,440-33.9% |
| Participant deferral / active EE | $5,071 | $3,270+55.1% | $4,049+25.2% | $3,607+40.6% |
| Admin fee / account holder | $5,035 | $5,055-0.4% | $7,497-32.8% | $5,124-1.8% |