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 | $173,492 | $93,571+85.4% | $135,903+27.7% | $75,163+130.8% |
| Participation rate | 94.1% | 75.2%+18.9pp | 81.9%+12.2pp | 67.2%+26.9pp |
| Annual return | 19.42% | 30.90%-11.5pp | 68.23%-48.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,918 | $3,537-45.8% | $4,856-60.5% | $2,670-28.1% |
| Participant deferral / active EE | $8,894 | $6,404+38.9% | $7,758+14.7% | $4,125+115.6% |
| Admin fee / account holder | $2,107 | $6,975-69.8% | $10,762-80.4% | $5,651-62.7% |