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 | $201,153 | $73,933+172.1% | $96,683+108.1% | $75,163+167.6% |
| Participation rate | 70.8% | 66.4%+4.4pp | 74.3%-3.5pp | 67.2%+3.6pp |
| Annual return | 19.76% | 26.70%-6.9pp | 35.69%-15.9pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,927 | $2,928-34.2% | $3,737-48.4% | $2,670-27.8% |
| Participant deferral / active EE | $5,262 | $3,659+43.8% | $4,878+7.9% | $4,125+27.6% |
| Admin fee / account holder | $2,388 | $5,216-54.2% | $6,730-64.5% | $5,651-57.7% |