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 | $192,114 | $101,724+88.9% | $164,813+16.6% | $80,856+137.6% |
| Participation rate | 92.9% | 71.8%+21.0pp | 78.6%+14.3pp | 67.6%+25.2pp |
| Annual return | 11.78% | 16.72%-4.9pp | 69.93%-58.2pp | 35.59%-23.8pp |
| Employer contribution / active EE | $947 | $2,953-67.9% | $4,341-78.2% | $2,755-65.6% |
| Participant deferral / active EE | $6,412 | $4,477+43.2% | $6,031+6.3% | $4,296+49.3% |
| Admin fee / account holder | $1,921 | $8,227-76.7% | $12,690-84.9% | $6,918-72.2% |