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 | $179,681 | $81,208+121.3% | $98,907+81.7% | $79,858+125.0% |
| Participation rate | 93.5% | 72.5%+21.0pp | 76.0%+17.5pp | 69.6%+23.8pp |
| Annual return | 13.45% | 60.99%-47.5pp | 196.43%-183.0pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,417 | $1,960-27.7% | $2,689-47.3% | $2,471-42.6% |
| Participant deferral / active EE | $4,814 | $3,265+47.4% | $4,244+13.4% | $3,740+28.7% |
| Admin fee / account holder | $5,512 | $6,013-8.3% | $6,642-17.0% | $5,306+3.9% |