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 | $166,580 | $74,888+122.4% | $71,209+133.9% | $142,382+17.0% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 16.28% | 345.14%-328.9pp | 282.51%-266.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $757 | $2,854-73.5% | $2,721-72.2% | $4,299-82.4% |
| Participant deferral / active EE | $3,340 | $4,454-25.0% | $4,175-20.0% | $6,507-48.7% |
| Admin fee / account holder | $1,241 | $5,568-77.7% | $5,349-76.8% | $12,624-90.2% |