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 | $189,480 | $73,933+156.3% | $96,683+96.0% | $75,163+152.1% |
| Participation rate | 82.5% | 66.4%+16.1pp | 74.3%+8.2pp | 67.2%+15.3pp |
| Annual return | 14.23% | 26.70%-12.5pp | 35.69%-21.5pp | 160.62%-146.4pp |
| Employer contribution / active EE | $3,192 | $2,928+9.0% | $3,737-14.6% | $2,670+19.5% |
| Participant deferral / active EE | $8,191 | $3,659+123.9% | $4,878+67.9% | $4,125+98.6% |
| Admin fee / account holder | $33,806 | $5,216+548.1% | $6,730+402.4% | $5,651+498.2% |