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 | $236,104 | $148,978+58.5% | $200,582+17.7% | $84,808+178.4% |
| Participation rate | 97.7% | 84.2%+13.4pp | 86.9%+10.8pp | 68.3%+29.4pp |
| Annual return | 17.53% | 28.16%-10.6pp | 42.33%-24.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,765 | $4,815-21.8% | $6,419-41.3% | $2,631+43.1% |
| Participant deferral / active EE | $16,787 | $7,142+135.0% | $9,331+79.9% | $4,212+298.6% |
| Admin fee / account holder | $595 | $13,977-95.7% | $16,305-96.4% | $7,344-91.9% |