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 | $183,884 | $72,277+154.4% | $101,248+81.6% | $79,858+130.3% |
| Participation rate | 97.3% | 68.5%+28.8pp | 75.8%+21.5pp | 69.6%+27.7pp |
| Annual return | 18.22% | 22.30%-4.1pp | 46.47%-28.3pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,632 | $2,692-2.2% | $3,660-28.1% | $2,471+6.5% |
| Participant deferral / active EE | $6,396 | $3,282+94.9% | $4,370+46.4% | $3,740+71.0% |
| Admin fee / account holder | $1,669 | $4,400-62.1% | $5,945-71.9% | $5,306-68.5% |