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 | $195,786 | $60,022+226.2% | $88,946+120.1% | $84,808+130.9% |
| Participation rate | 92.6% | 57.8%+34.8pp | 68.8%+23.7pp | 68.3%+24.3pp |
| Annual return | 19.46% | 22.43%-3.0pp | 57.82%-38.4pp | 40.90%-21.4pp |
| Employer contribution / active EE | $5,079 | $1,703+198.3% | $2,555+98.8% | $2,631+93.1% |
| Participant deferral / active EE | $5,279 | $3,114+69.5% | $4,581+15.2% | $4,212+25.3% |
| Admin fee / account holder | $6,441 | $4,811+33.9% | $8,261-22.0% | $7,344-12.3% |