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 | $189,236 | $81,460+132.3% | $103,333+83.1% | $80,856+134.0% |
| Participation rate | 87.7% | 66.8%+20.8pp | 74.5%+13.2pp | 67.6%+20.1pp |
| Annual return | 12.06% | 25.55%-13.5pp | 24.88%-12.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $4,496 | $3,105+44.8% | $3,868+16.2% | $2,755+63.2% |
| Participant deferral / active EE | $5,833 | $3,869+50.8% | $5,057+15.3% | $4,296+35.8% |
| Admin fee / account holder | $17,695 | $6,566+169.5% | $8,355+111.8% | $6,918+155.8% |