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 | $196,457 | $76,407+157.1% | $150,298+30.7% | $82,448+138.3% |
| Participation rate | 97.4% | 66.4%+31.0pp | 77.8%+19.7pp | 68.1%+29.4pp |
| Annual return | 22.43% | 39.99%-17.6pp | 62.79%-40.4pp | 41.64%-19.2pp |
| Employer contribution / active EE | $2,410 | $2,614-7.8% | $4,154-42.0% | $2,551-5.5% |
| Participant deferral / active EE | $5,847 | $3,214+81.9% | $5,453+7.2% | $4,139+41.3% |
| Admin fee / account holder | $1,310 | $6,352-79.4% | $14,116-90.7% | $7,234-81.9% |