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 | $204,996 | $80,968+153.2% | $96,544+112.3% | $75,163+172.7% |
| Participation rate | 88.5% | 71.8%+16.7pp | 76.0%+12.5pp | 67.2%+21.3pp |
| Annual return | 19.45% | 27.06%-7.6pp | 25.84%-6.4pp | 160.62%-141.2pp |
| Employer contribution / active EE | $2,234 | $2,282-2.1% | $2,965-24.7% | $2,670-16.3% |
| Participant deferral / active EE | $7,606 | $3,928+93.6% | $4,851+56.8% | $4,125+84.4% |
| Admin fee / account holder | $1,757 | $6,724-73.9% | $8,252-78.7% | $5,651-68.9% |