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 | $229,174 | $123,793+85.1% | $177,821+28.9% | $79,858+187.0% |
| Participation rate | 96.9% | 84.7%+12.2pp | 87.7%+9.2pp | 69.6%+27.2pp |
| Annual return | 15.10% | 22.82%-7.7pp | 48.32%-33.2pp | 31.71%-16.6pp |
| Employer contribution / active EE | $3,582 | $4,095-12.5% | $5,918-39.5% | $2,471+45.0% |
| Participant deferral / active EE | $7,989 | $5,956+34.1% | $7,714+3.6% | $3,740+113.6% |
| Admin fee / account holder | $8,534 | $7,243+17.8% | $12,427-31.3% | $5,306+60.8% |