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 | $190,467 | $91,552+108.0% | $133,956+42.2% | $79,858+138.5% |
| Participation rate | 79.3% | 73.3%+6.0pp | 79.8%-0.5pp | 69.6%+9.7pp |
| Annual return | 13.98% | 61.85%-47.9pp | 45.09%-31.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,936 | $2,384-18.8% | $3,919-50.6% | $2,471-21.7% |
| Participant deferral / active EE | $11,986 | $3,733+221.0% | $5,048+137.5% | $3,740+220.5% |
| Admin fee / account holder | $17,173 | $6,321+171.7% | $8,927+92.4% | $5,306+223.6% |