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 | $182,138 | $77,503+135.0% | $100,391+81.4% | $80,856+125.3% |
| Participation rate | 93.1% | 76.9%+16.2pp | 81.5%+11.6pp | 67.6%+25.5pp |
| Annual return | 17.78% | 37.20%-19.4pp | 49.20%-31.4pp | 35.59%-17.8pp |
| Employer contribution / active EE | $1,531 | $2,801-45.4% | $3,942-61.2% | $2,755-44.4% |
| Participant deferral / active EE | $3,567 | $6,820-47.7% | $8,082-55.9% | $4,296-17.0% |
| Admin fee / account holder | $31,128 | $5,897+427.9% | $7,899+294.1% | $6,918+350.0% |