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 | $181,261 | $103,376+75.3% | $87,100+108.1% | $152,861+18.6% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.9%+13.1pp | 82.4%+7.6pp |
| Annual return | 24.91% | 28.10%-3.2pp | 28.19%-3.3pp | 345.32%-320.4pp |
| Employer contribution / active EE | $2,341 | $3,220-27.3% | $2,521-7.2% | $4,762-50.9% |
| Participant deferral / active EE | $6,207 | $4,778+29.9% | $4,049+53.3% | $5,850+6.1% |
| Admin fee / account holder | $3,971 | $12,205-67.5% | $7,497-47.0% | $11,596-65.8% |