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 | $147,293 | $59,101+149.2% | $77,163+90.9% | $75,163+96.0% |
| Participation rate | 84.8% | 63.9%+21.0pp | 69.6%+15.3pp | 67.2%+17.7pp |
| Annual return | 19.78% | 26.71%-6.9pp | 37.87%-18.1pp | 160.62%-140.8pp |
| Employer contribution / active EE | $7,022 | $1,995+251.9% | $2,535+177.0% | $2,670+163.0% |
| Participant deferral / active EE | $5,689 | $2,999+89.7% | $3,833+48.4% | $4,125+37.9% |
| Admin fee / account holder | $2,296 | $4,774-51.9% | $5,472-58.1% | $5,651-59.4% |