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 | $195,068 | $92,985+109.8% | $153,485+27.1% | $80,856+141.3% |
| Participation rate | 96.2% | 69.0%+27.2pp | 77.1%+19.1pp | 67.6%+28.5pp |
| Annual return | 14.60% | 19.95%-5.3pp | 15.65%-1.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,282 | $3,507-63.4% | $5,039-74.6% | $2,755-53.5% |
| Participant deferral / active EE | $7,104 | $5,178+37.2% | $6,757+5.1% | $4,296+65.4% |
| Admin fee / account holder | $35,167 | $8,880+296.0% | $12,724+176.4% | $6,918+408.3% |