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 | $223,102 | $81,460+173.9% | $103,333+115.9% | $80,856+175.9% |
| Participation rate | 88.9% | 66.8%+22.0pp | 74.5%+14.4pp | 67.6%+21.3pp |
| Annual return | 11.05% | 25.55%-14.5pp | 24.88%-13.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,980 | $3,105-36.2% | $3,868-48.8% | $2,755-28.1% |
| Participant deferral / active EE | $11,306 | $3,869+192.2% | $5,057+123.5% | $4,296+163.2% |
| Admin fee / account holder | $2,532 | $6,566-61.4% | $8,355-69.7% | $6,918-63.4% |