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 | $76,407+153.0% | $150,298+28.6% | $82,448+134.5% |
| Participation rate | 97.2% | 66.4%+30.8pp | 77.8%+19.5pp | 68.1%+29.2pp |
| Annual return | 13.51% | 39.99%-26.5pp | 62.79%-49.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,788 | $2,614-31.6% | $4,154-57.0% | $2,551-29.9% |
| Participant deferral / active EE | $4,695 | $3,214+46.1% | $5,453-13.9% | $4,139+13.4% |
| Admin fee / account holder | $11,322 | $6,352+78.2% | $14,116-19.8% | $7,234+56.5% |