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 | $187,794 | $80,968+131.9% | $96,544+94.5% | $75,163+149.8% |
| Participation rate | 72.7% | 71.8%+1.0pp | 76.0%-3.2pp | 67.2%+5.5pp |
| Annual return | 17.53% | 27.06%-9.5pp | 25.84%-8.3pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,646 | $2,282+15.9% | $2,965-10.8% | $2,670-0.9% |
| Participant deferral / active EE | $6,781 | $3,928+72.6% | $4,851+39.8% | $4,125+64.4% |
| Admin fee / account holder | $15,111 | $6,724+124.7% | $8,252+83.1% | $5,651+167.4% |