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 | $187,145 | $69,207+170.4% | $64,056+192.2% | $139,434+34.2% |
| Participation rate | 82.4% | 75.6%+6.8pp | 72.3%+10.1pp | 80.3%+2.0pp |
| Annual return | 13.10% | 45.88%-32.8pp | 33.69%-20.6pp | 372.94%-359.8pp |
| Employer contribution / active EE | $3,718 | $3,182+16.8% | $2,747+35.4% | $4,751-21.7% |
| Participant deferral / active EE | $6,457 | $4,682+37.9% | $3,880+66.4% | $6,710-3.8% |
| Admin fee / account holder | $26,952 | $4,244+535.1% | $3,068+778.4% | $11,403+136.4% |