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 | $189,238 | $86,286+119.3% | $111,297+70.0% | $85,850+120.4% |
| Participation rate | 90.2% | 73.3%+16.8pp | 77.3%+12.9pp | 69.3%+20.8pp |
| Annual return | 16.37% | 19.99%-3.6pp | 54.65%-38.3pp | 318.53%-302.2pp |
| Employer contribution / active EE | $1,313 | $2,043-35.7% | $2,731-51.9% | $2,565-48.8% |
| Participant deferral / active EE | $5,198 | $3,641+42.8% | $4,487+15.8% | $3,952+31.5% |
| Admin fee / account holder | $2,734 | $8,188-66.6% | $7,964-65.7% | $6,260-56.3% |