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 | $180,510 | $124,319+45.2% | $111,297+62.2% | $167,490+7.8% |
| Participation rate | 81.8% | 79.6%+2.2pp | 77.3%+4.5pp | 82.1%-0.3pp |
| Annual return | 15.09% | 37.44%-22.3pp | 54.65%-39.6pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,948 | $3,435-43.3% | $2,731-28.7% | $4,837-59.7% |
| Participant deferral / active EE | $5,829 | $5,180+12.5% | $4,487+29.9% | $6,341-8.1% |
| Admin fee / account holder | $1,203 | $10,618-88.7% | $7,964-84.9% | $12,309-90.2% |