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 | $194,917 | $84,233+131.4% | $170,442+14.4% | $70,131+177.9% |
| Participation rate | 85.3% | 70.8%+14.5pp | 83.6%+1.7pp | 69.5%+15.8pp |
| Annual return | 14.29% | 23.06%-8.8pp | 205.93%-191.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $3,105 | $3,387-8.3% | $5,433-42.8% | $2,342+32.6% |
| Participant deferral / active EE | $3,707 | $3,086+20.1% | $4,939-25.0% | $3,332+11.3% |
| Admin fee / account holder | $10,831 | $5,698+90.1% | $13,880-22.0% | $4,645+133.2% |