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 | $213,459 | $73,933+188.7% | $96,683+120.8% | $75,163+184.0% |
| Participation rate | 76.5% | 66.4%+10.0pp | 74.3%+2.1pp | 67.2%+9.3pp |
| Annual return | 20.20% | 26.70%-6.5pp | 35.69%-15.5pp | 160.62%-140.4pp |
| Employer contribution / active EE | $1,627 | $2,928-44.4% | $3,737-56.5% | $2,670-39.1% |
| Participant deferral / active EE | $5,606 | $3,659+53.2% | $4,878+14.9% | $4,125+35.9% |
| Admin fee / account holder | $18,360 | $5,216+252.0% | $6,730+172.8% | $5,651+224.9% |