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 | $184,688 | $83,477+121.2% | $125,175+47.5% | $72,985+153.1% |
| Participation rate | 96.4% | 73.3%+23.1pp | 79.8%+16.6pp | 69.5%+26.9pp |
| Annual return | 23.01% | 25.78%-2.8pp | 43.79%-20.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $866 | $2,345-63.1% | $3,865-77.6% | $2,440-64.5% |
| Participant deferral / active EE | $3,669 | $3,585+2.3% | $4,937-25.7% | $3,607+1.7% |
| Admin fee / account holder | $12,821 | $5,517+132.4% | $9,702+32.1% | $5,124+150.2% |