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 | $147,633 | $71,050+107.8% | $93,606+57.7% | $80,856+82.6% |
| Participation rate | 81.0% | 60.4%+20.5pp | 68.7%+12.2pp | 67.6%+13.3pp |
| Annual return | 11.96% | 11.26%+0.7pp | 133.20%-121.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,040 | $1,564-33.5% | $2,420-57.0% | $2,755-62.3% |
| Participant deferral / active EE | $5,426 | $4,034+34.5% | $4,411+23.0% | $4,296+26.3% |
| Admin fee / account holder | $9,716 | $6,945+39.9% | $8,285+17.3% | $6,918+40.5% |