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 | $183,363 | $89,753+104.3% | $107,525+70.5% | $84,808+116.2% |
| Participation rate | 85.2% | 68.1%+17.1pp | 75.1%+10.1pp | 68.3%+16.9pp |
| Annual return | 15.75% | 29.48%-13.7pp | 181.32%-165.6pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,030 | $3,113-34.8% | $3,754-45.9% | $2,631-22.9% |
| Participant deferral / active EE | $4,681 | $4,056+15.4% | $5,116-8.5% | $4,212+11.2% |
| Admin fee / account holder | $23,016 | $7,222+218.7% | $8,919+158.1% | $7,344+213.4% |