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 | $222,430 | $159,602+39.4% | $150,045+48.2% | $142,382+56.2% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 13.91% | 70.24%-56.3pp | 62.55%-48.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,774 | $4,961-64.2% | $4,693-62.2% | $4,299-58.7% |
| Participant deferral / active EE | $6,007 | $8,310-27.7% | $7,997-24.9% | $6,507-7.7% |
| Admin fee / account holder | $70,902 | $14,846+377.6% | $13,435+427.8% | $12,624+461.7% |