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 | $215,277 | $73,933+191.2% | $96,683+122.7% | $75,163+186.4% |
| Participation rate | 83.5% | 66.4%+17.1pp | 74.3%+9.2pp | 67.2%+16.4pp |
| Annual return | 22.83% | 26.70%-3.9pp | 35.69%-12.9pp | 160.62%-137.8pp |
| Employer contribution / active EE | $2,439 | $2,928-16.7% | $3,737-34.7% | $2,670-8.7% |
| Participant deferral / active EE | $5,420 | $3,659+48.1% | $4,878+11.1% | $4,125+31.4% |
| Admin fee / account holder | $1,453 | $5,216-72.1% | $6,730-78.4% | $5,651-74.3% |