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 | $164,060 | $111,754+46.8% | $103,333+58.8% | $145,922+12.4% |
| Participation rate | 94.7% | 77.9%+16.8pp | 74.5%+20.2pp | 80.3%+14.5pp |
| Annual return | 12.82% | 24.77%-12.0pp | 24.88%-12.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $5,333 | $4,212+26.6% | $3,868+37.9% | $4,660+14.5% |
| Participant deferral / active EE | $6,048 | $5,619+7.6% | $5,057+19.6% | $6,688-9.6% |
| Admin fee / account holder | $20,117 | $9,750+106.3% | $8,355+140.8% | $13,397+50.2% |