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 | $181,127 | $80,968+123.7% | $96,544+87.6% | $75,163+141.0% |
| Participation rate | 77.4% | 71.8%+5.7pp | 76.0%+1.5pp | 67.2%+10.2pp |
| Annual return | 15.41% | 27.06%-11.7pp | 25.84%-10.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,896 | $2,282-16.9% | $2,965-36.0% | $2,670-29.0% |
| Participant deferral / active EE | $5,780 | $3,928+47.2% | $4,851+19.2% | $4,125+40.1% |
| Admin fee / account holder | $14,193 | $6,724+111.1% | $8,252+72.0% | $5,651+151.2% |