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 | $212,506 | $78,705+170.0% | $117,854+80.3% | $70,131+203.0% |
| Participation rate | 84.6% | 73.2%+11.4pp | 79.7%+5.0pp | 69.5%+15.1pp |
| Annual return | 14.27% | 23.30%-9.0pp | 335.08%-320.8pp | 73.14%-58.9pp |
| Employer contribution / active EE | $4,371 | $2,223+96.6% | $3,786+15.4% | $2,342+86.6% |
| Participant deferral / active EE | $3,701 | $3,297+12.2% | $4,482-17.4% | $3,332+11.1% |
| Admin fee / account holder | $5,302 | $5,065+4.7% | $8,020-33.9% | $4,645+14.1% |