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 | $180,548 | $91,190+98.0% | $178,490+1.2% | $79,858+126.1% |
| Participation rate | 85.7% | 69.2%+16.5pp | 81.9%+3.8pp | 69.6%+16.1pp |
| Annual return | 12.01% | 24.19%-12.2pp | 151.07%-139.1pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,429 | $3,256-56.1% | $5,011-71.5% | $2,471-42.2% |
| Participant deferral / active EE | $3,774 | $3,236+16.6% | $5,202-27.4% | $3,740+0.9% |
| Admin fee / account holder | $1,476 | $6,751-78.1% | $13,984-89.4% | $5,306-72.2% |