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 | $199,590 | $93,571+113.3% | $135,903+46.9% | $75,163+165.5% |
| Participation rate | 90.2% | 75.2%+15.0pp | 81.9%+8.3pp | 67.2%+23.0pp |
| Annual return | 16.36% | 30.90%-14.5pp | 68.23%-51.9pp | 160.62%-144.3pp |
| Employer contribution / active EE | $3,262 | $3,537-7.8% | $4,856-32.8% | $2,670+22.2% |
| Participant deferral / active EE | $9,847 | $6,404+53.8% | $7,758+26.9% | $4,125+138.7% |
| Admin fee / account holder | $11,199 | $6,975+60.5% | $10,762+4.1% | $5,651+98.2% |