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 | $187,941 | $68,719+173.5% | $91,541+105.3% | $84,808+121.6% |
| Participation rate | 85.7% | 64.5%+21.2pp | 69.8%+15.9pp | 68.3%+17.4pp |
| Annual return | 14.46% | 19.12%-4.7pp | 20.50%-6.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,219 | $1,920-36.5% | $2,505-51.3% | $2,631-53.7% |
| Participant deferral / active EE | $7,776 | $3,136+148.0% | $4,008+94.0% | $4,212+84.6% |
| Admin fee / account holder | $2,644 | $5,786-54.3% | $6,956-62.0% | $7,344-64.0% |