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 | $219,313 | $146,267+49.9% | $197,124+11.3% | $82,448+166.0% |
| Participation rate | 91.7% | 84.0%+7.7pp | 86.7%+5.0pp | 68.1%+23.6pp |
| Annual return | 15.06% | 29.61%-14.6pp | 44.34%-29.3pp | 41.64%-26.6pp |
| Employer contribution / active EE | $4,636 | $4,723-1.9% | $6,227-25.6% | $2,551+81.7% |
| Participant deferral / active EE | $5,921 | $7,035-15.8% | $9,135-35.2% | $4,139+43.0% |
| Admin fee / account holder | $41,710 | $14,422+189.2% | $16,298+155.9% | $7,234+476.6% |