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 | $190,852 | $72,492+163.3% | $87,100+119.1% | $72,985+161.5% |
| Participation rate | 76.5% | 72.8%+3.7pp | 76.9%-0.4pp | 69.5%+7.0pp |
| Annual return | 23.27% | 24.46%-1.2pp | 28.19%-4.9pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,824 | $1,894-3.7% | $2,521-27.7% | $2,440-25.3% |
| Participant deferral / active EE | $6,067 | $3,270+85.6% | $4,049+49.9% | $3,607+68.2% |
| Admin fee / account holder | $21,585 | $5,055+327.0% | $7,497+187.9% | $5,124+321.2% |