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 | $192,601 | $80,717+138.6% | $154,803+24.4% | $84,808+127.1% |
| Participation rate | 95.5% | 66.8%+28.6pp | 78.1%+17.4pp | 68.3%+27.1pp |
| Annual return | 19.73% | 37.96%-18.2pp | 58.88%-39.2pp | 40.90%-21.2pp |
| Employer contribution / active EE | $6,096 | $2,761+120.8% | $4,305+41.6% | $2,631+131.7% |
| Participant deferral / active EE | $1,574 | $3,303-52.3% | $5,540-71.6% | $4,212-62.6% |
| Admin fee / account holder | $4,456 | $6,746-33.9% | $14,329-68.9% | $7,344-39.3% |