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 | $186,063 | $84,233+120.9% | $170,442+9.2% | $70,131+165.3% |
| Participation rate | 85.2% | 70.8%+14.4pp | 83.6%+1.6pp | 69.5%+15.6pp |
| Annual return | 21.67% | 23.06%-1.4pp | 205.93%-184.3pp | 73.14%-51.5pp |
| Employer contribution / active EE | $1,956 | $3,387-42.2% | $5,433-64.0% | $2,342-16.5% |
| Participant deferral / active EE | $4,298 | $3,086+39.3% | $4,939-13.0% | $3,332+29.0% |
| Admin fee / account holder | $23,754 | $5,698+316.9% | $13,880+71.1% | $4,645+411.4% |