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 | $198,789 | $93,571+112.4% | $135,903+46.3% | $75,163+164.5% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 16.38% | 30.90%-14.5pp | 68.23%-51.8pp | 160.62%-144.2pp |
| Employer contribution / active EE | $3,394 | $3,537-4.0% | $4,856-30.1% | $2,670+27.1% |
| Participant deferral / active EE | $7,321 | $6,404+14.3% | $7,758-5.6% | $4,125+77.5% |
| Admin fee / account holder | $1,014 | $6,975-85.5% | $10,762-90.6% | $5,651-82.1% |