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 | $181,947 | $72,012+152.7% | $185,823-2.1% | $79,858+127.8% |
| Participation rate | 92.6% | 65.8%+26.8pp | 78.0%+14.6pp | 69.6%+23.0pp |
| Annual return | 16.36% | 23.12%-6.8pp | 35.95%-19.6pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,109 | $1,965-43.5% | $4,087-72.9% | $2,471-55.1% |
| Participant deferral / active EE | $7,474 | $3,779+97.8% | $5,632+32.7% | $3,740+99.8% |
| Admin fee / account holder | $21,298 | $4,513+372.0% | $9,500+124.2% | $5,306+301.4% |