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 | $197,071 | $68,719+186.8% | $91,541+115.3% | $84,808+132.4% |
| Participation rate | 75.9% | 64.5%+11.4pp | 69.8%+6.2pp | 68.3%+7.6pp |
| Annual return | 14.86% | 19.12%-4.3pp | 20.50%-5.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,381 | $1,920+76.1% | $2,505+35.0% | $2,631+28.5% |
| Participant deferral / active EE | $7,581 | $3,136+141.8% | $4,008+89.1% | $4,212+80.0% |
| Admin fee / account holder | $4,736 | $5,786-18.2% | $6,956-31.9% | $7,344-35.5% |