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 | $178,075 | $86,286+106.4% | $111,297+60.0% | $85,850+107.4% |
| Participation rate | 82.2% | 73.3%+8.9pp | 77.3%+4.9pp | 69.3%+12.9pp |
| Annual return | 17.74% | 19.99%-2.2pp | 54.65%-36.9pp | 318.53%-300.8pp |
| Employer contribution / active EE | $1,426 | $2,043-30.2% | $2,731-47.8% | $2,565-44.4% |
| Participant deferral / active EE | $4,372 | $3,641+20.1% | $4,487-2.6% | $3,952+10.6% |
| Admin fee / account holder | $10,354 | $8,188+26.5% | $7,964+30.0% | $6,260+65.4% |