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 | $175,626 | $81,208+116.3% | $98,907+77.6% | $79,858+119.9% |
| Participation rate | 96.0% | 72.5%+23.5pp | 76.0%+20.0pp | 69.6%+26.4pp |
| Annual return | 12.64% | 60.99%-48.4pp | 196.43%-183.8pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,081 | $1,960+6.2% | $2,689-22.6% | $2,471-15.8% |
| Participant deferral / active EE | $5,898 | $3,265+80.6% | $4,244+39.0% | $3,740+57.7% |
| Admin fee / account holder | $4,984 | $6,013-17.1% | $6,642-25.0% | $5,306-6.1% |