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 | $163,821 | $93,571+75.1% | $135,903+20.5% | $75,163+118.0% |
| Participation rate | 91.9% | 75.2%+16.7pp | 81.9%+10.0pp | 67.2%+24.7pp |
| Annual return | 20.37% | 30.90%-10.5pp | 68.23%-47.9pp | 160.62%-140.2pp |
| Employer contribution / active EE | $4,677 | $3,537+32.2% | $4,856-3.7% | $2,670+75.2% |
| Participant deferral / active EE | $11,421 | $6,404+78.3% | $7,758+47.2% | $4,125+176.9% |
| Admin fee / account holder | $1,405 | $6,975-79.9% | $10,762-86.9% | $5,651-75.1% |