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 | $197,236 | $78,422+151.5% | $95,952+105.6% | $79,858+147.0% |
| Participation rate | 93.9% | 73.5%+20.5pp | 77.1%+16.9pp | 69.6%+24.3pp |
| Annual return | 12.85% | 19.37%-6.5pp | 91.61%-78.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,587 | $1,945-18.4% | $2,541-37.5% | $2,471-35.8% |
| Participant deferral / active EE | $6,004 | $3,440+74.5% | $4,167+44.1% | $3,740+60.5% |
| Admin fee / account holder | $4,533 | $5,622-19.4% | $6,795-33.3% | $5,306-14.6% |