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 | $181,619 | $72,177+151.6% | $115,037+57.9% | $59,632+204.6% |
| Participation rate | 93.2% | 72.6%+20.7pp | 81.4%+11.9pp | 68.7%+24.6pp |
| Annual return | 1.60% | 12.02%-10.4pp | 26.14%-24.5pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $4,439 | $2,841+56.2% | $4,608-3.7% | $2,203+101.5% |
| Participant deferral / active EE | $9,101 | $4,783+90.3% | $6,026+51.0% | $3,192+185.2% |
| Admin fee / account holder | $7,052 | $4,927+43.1% | $8,175-13.7% | $4,297+64.1% |