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 | $203,548 | $78,705+158.6% | $117,854+72.7% | $70,131+190.2% |
| Participation rate | 89.4% | 73.2%+16.2pp | 79.7%+9.7pp | 69.5%+19.8pp |
| Annual return | 15.55% | 23.30%-7.7pp | 335.08%-319.5pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,468 | $2,223-34.0% | $3,786-61.2% | $2,342-37.3% |
| Participant deferral / active EE | $3,842 | $3,297+16.5% | $4,482-14.3% | $3,332+15.3% |
| Admin fee / account holder | $3,439 | $5,065-32.1% | $8,020-57.1% | $4,645-26.0% |