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 | $180,994 | $57,541+214.5% | $95,745+89.0% | $75,163+140.8% |
| Participation rate | 86.4% | 62.5%+23.9pp | 72.3%+14.1pp | 67.2%+19.2pp |
| Annual return | 13.67% | 34.93%-21.3pp | 28.35%-14.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,832 | $1,808+1.4% | $2,835-35.4% | $2,670-31.4% |
| Participant deferral / active EE | $5,164 | $3,074+68.0% | $4,245+21.7% | $4,125+25.2% |
| Admin fee / account holder | $21,073 | $4,099+414.2% | $5,678+271.2% | $5,651+272.9% |