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 | $168,507 | $72,492+132.5% | $87,100+93.5% | $72,985+130.9% |
| Participation rate | 93.1% | 72.8%+20.3pp | 76.9%+16.2pp | 69.5%+23.6pp |
| Annual return | 20.56% | 24.46%-3.9pp | 28.19%-7.6pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,095 | $1,894+10.6% | $2,521-16.9% | $2,440-14.1% |
| Participant deferral / active EE | $7,721 | $3,270+136.1% | $4,049+90.7% | $3,607+114.0% |
| Admin fee / account holder | $78,964 | $5,055+1462.1% | $7,497+953.3% | $5,124+1441.0% |