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 | $173,631 | $77,899+122.9% | $149,673+16.0% | $75,163+131.0% |
| Participation rate | 91.7% | 65.6%+26.1pp | 78.8%+12.9pp | 67.2%+24.5pp |
| Annual return | 18.54% | 31.72%-13.2pp | 134.42%-115.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,557 | $3,137-18.5% | $4,818-46.9% | $2,670-4.2% |
| Participant deferral / active EE | $6,915 | $3,411+102.7% | $5,680+21.7% | $4,125+67.6% |
| Admin fee / account holder | $1,982 | $5,956-66.7% | $13,210-85.0% | $5,651-64.9% |