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 | $182,509 | $64,348+183.6% | $90,160+102.4% | $70,131+160.2% |
| Participation rate | 93.5% | 70.4%+23.1pp | 76.9%+16.7pp | 69.5%+24.0pp |
| Annual return | 15.29% | 28.13%-12.8pp | 34.88%-19.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $902 | $2,046-55.9% | $3,318-72.8% | $2,342-61.5% |
| Participant deferral / active EE | $6,585 | $4,389+50.1% | $5,288+24.5% | $3,332+97.6% |
| Admin fee / account holder | $10,323 | $3,944+161.8% | $5,943+73.7% | $4,645+122.2% |