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 | $185,891 | $65,365+184.4% | $92,893+100.1% | $72,985+154.7% |
| Participation rate | 80.9% | 68.3%+12.5pp | 76.0%+4.8pp | 69.5%+11.4pp |
| Annual return | 22.86% | 42.10%-19.2pp | 109.41%-86.6pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,943 | $2,594-25.1% | $3,653-46.8% | $2,440-20.3% |
| Participant deferral / active EE | $3,329 | $3,128+6.4% | $4,236-21.4% | $3,607-7.7% |
| Admin fee / account holder | $9,068 | $4,251+113.3% | $5,794+56.5% | $5,124+77.0% |