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 | $193,331 | $80,717+139.5% | $154,803+24.9% | $84,808+128.0% |
| Participation rate | 97.2% | 66.8%+30.4pp | 78.1%+19.2pp | 68.3%+28.9pp |
| Annual return | 13.51% | 37.96%-24.4pp | 58.88%-45.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,788 | $2,761-35.3% | $4,305-58.5% | $2,631-32.0% |
| Participant deferral / active EE | $4,695 | $3,303+42.1% | $5,540-15.3% | $4,212+11.5% |
| Admin fee / account holder | $11,322 | $6,746+67.8% | $14,329-21.0% | $7,344+54.2% |