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 | $204,123 | $77,503+163.4% | $100,391+103.3% | $80,856+152.5% |
| Participation rate | 96.8% | 76.9%+19.8pp | 81.5%+15.3pp | 67.6%+29.1pp |
| Annual return | 17.23% | 37.20%-20.0pp | 49.20%-32.0pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,615 | $2,801-6.6% | $3,942-33.6% | $2,755-5.1% |
| Participant deferral / active EE | $5,332 | $6,820-21.8% | $8,082-34.0% | $4,296+24.1% |
| Admin fee / account holder | $43,535 | $5,897+638.2% | $7,899+451.1% | $6,918+529.3% |