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 | $196,478 | $78,705+149.6% | $117,854+66.7% | $70,131+180.2% |
| Participation rate | 74.2% | 73.2%+1.0pp | 79.7%-5.5pp | 69.5%+4.7pp |
| Annual return | 17.88% | 23.30%-5.4pp | 335.08%-317.2pp | 73.14%-55.3pp |
| Employer contribution / active EE | $2,286 | $2,223+2.8% | $3,786-39.6% | $2,342-2.4% |
| Participant deferral / active EE | $5,186 | $3,297+57.3% | $4,482+15.7% | $3,332+55.7% |
| Admin fee / account holder | $4,345 | $5,065-14.2% | $8,020-45.8% | $4,645-6.5% |