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 | $183,410 | $57,016+221.7% | $84,966+115.9% | $80,856+126.8% |
| Participation rate | 72.0% | 56.3%+15.7pp | 67.5%+4.5pp | 67.6%+4.4pp |
| Annual return | 14.80% | 21.66%-6.9pp | 66.38%-51.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $7,132 | $1,798+296.8% | $2,727+161.5% | $2,755+158.9% |
| Participant deferral / active EE | $9,979 | $3,110+220.9% | $4,519+120.8% | $4,296+132.3% |
| Admin fee / account holder | $59,729 | $4,980+1099.3% | $6,149+871.4% | $6,918+763.4% |