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 | $191,766 | $67,606+183.7% | $82,313+133.0% | $70,131+173.4% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.9%+12.0pp | 69.5%+19.3pp |
| Annual return | 18.98% | 21.57%-2.6pp | 25.88%-6.9pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,947 | $1,755+10.9% | $2,428-19.8% | $2,342-16.9% |
| Participant deferral / active EE | $7,151 | $2,987+139.4% | $3,706+92.9% | $3,332+114.6% |
| Admin fee / account holder | $18,234 | $4,512+304.1% | $5,608+225.2% | $4,645+292.5% |