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 | $153,475 | $109,881+39.7% | $150,045+2.3% | $84,808+81.0% |
| Participation rate | 97.0% | 76.1%+20.9pp | 82.3%+14.7pp | 68.3%+28.7pp |
| Annual return | 16.36% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $4,038 | $3,561+13.4% | $4,693-14.0% | $2,631+53.5% |
| Participant deferral / active EE | $10,261 | $6,636+54.6% | $7,997+28.3% | $4,212+143.6% |
| Admin fee / account holder | $8,748 | $8,568+2.1% | $13,435-34.9% | $7,344+19.1% |