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 | $192,384 | $86,929+121.3% | $102,423+87.8% | $80,856+137.9% |
| Participation rate | 96.8% | 72.4%+24.5pp | 76.5%+20.3pp | 67.6%+29.2pp |
| Annual return | 11.19% | 18.88%-7.7pp | 29.32%-18.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,063 | $2,369-12.9% | $3,023-31.7% | $2,755-25.1% |
| Participant deferral / active EE | $7,086 | $4,118+72.0% | $5,053+40.2% | $4,296+64.9% |
| Admin fee / account holder | $26,112 | $8,049+224.4% | $9,451+176.3% | $6,918+277.4% |