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 6-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 | $181,363 | $109,881+65.1% | $150,045+20.9% | $84,808+113.9% |
| Participation rate | 97.4% | 76.1%+21.3pp | 82.3%+15.0pp | 68.3%+29.1pp |
| Annual return | 16.97% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $789 | $3,561-77.8% | $4,693-83.2% | $2,631-70.0% |
| Participant deferral / active EE | $3,582 | $6,636-46.0% | $7,997-55.2% | $4,212-15.0% |
| Admin fee / account holder | $4,153 | $8,568-51.5% | $13,435-69.1% | $7,344-43.4% |