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 | $180,145 | $58,512+207.9% | $84,015+114.4% | $72,985+146.8% |
| Participation rate | 93.8% | 61.2%+32.5pp | 69.0%+24.7pp | 69.5%+24.3pp |
| Annual return | 20.67% | 28.93%-8.3pp | 71.31%-50.6pp | 81.00%-60.3pp |
| Employer contribution / active EE | $2,919 | $1,163+151.0% | $1,983+47.2% | $2,440+19.6% |
| Participant deferral / active EE | $5,908 | $2,394+146.8% | $3,239+82.4% | $3,607+63.8% |
| Admin fee / account holder | $10,943 | $4,569+139.5% | $6,101+79.4% | $5,124+113.6% |