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 | $184,498 | $80,968+127.9% | $96,544+91.1% | $75,163+145.5% |
| Participation rate | 82.8% | 71.8%+11.0pp | 76.0%+6.8pp | 67.2%+15.6pp |
| Annual return | 16.39% | 27.06%-10.7pp | 25.84%-9.4pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,855 | $2,282-18.7% | $2,965-37.4% | $2,670-30.5% |
| Participant deferral / active EE | $4,568 | $3,928+16.3% | $4,851-5.8% | $4,125+10.7% |
| Admin fee / account holder | $1,608 | $6,724-76.1% | $8,252-80.5% | $5,651-71.5% |