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 | $187,570 | $101,069+85.6% | $81,478+130.2% | $147,584+27.1% |
| Participation rate | 85.7% | 74.5%+11.3pp | 68.0%+17.8pp | 82.8%+2.9pp |
| Annual return | 18.92% | 32.40%-13.5pp | 38.78%-19.9pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,091 | $3,205-66.0% | $2,568-57.5% | $4,876-77.6% |
| Participant deferral / active EE | $11,056 | $4,242+160.6% | $3,537+212.6% | $5,439+103.3% |
| Admin fee / account holder | $2,043 | $5,812-64.9% | $4,561-55.2% | $10,885-81.2% |