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 | $181,635 | $73,933+145.7% | $96,683+87.9% | $75,163+141.7% |
| Participation rate | 70.6% | 66.4%+4.2pp | 74.3%-3.8pp | 67.2%+3.4pp |
| Annual return | 15.81% | 26.70%-10.9pp | 35.69%-19.9pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,109 | $2,928-62.1% | $3,737-70.3% | $2,670-58.5% |
| Participant deferral / active EE | $7,394 | $3,659+102.1% | $4,878+51.6% | $4,125+79.3% |
| Admin fee / account holder | $43,701 | $5,216+737.8% | $6,730+549.4% | $5,651+673.3% |