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 | $187,841 | $71,050+164.4% | $93,606+100.7% | $80,856+132.3% |
| Participation rate | 82.9% | 60.4%+22.5pp | 68.7%+14.2pp | 67.6%+15.3pp |
| Annual return | 11.71% | 11.26%+0.5pp | 133.20%-121.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,853 | $1,564+18.5% | $2,420-23.4% | $2,755-32.7% |
| Participant deferral / active EE | $7,492 | $4,034+85.7% | $4,411+69.8% | $4,296+74.4% |
| Admin fee / account holder | $16,091 | $6,945+131.7% | $8,285+94.2% | $6,918+132.6% |