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 | $189,906 | $72,012+163.7% | $185,823+2.2% | $79,858+137.8% |
| Participation rate | 78.1% | 65.8%+12.4pp | 78.0%+0.1pp | 69.6%+8.5pp |
| Annual return | 17.10% | 23.12%-6.0pp | 35.95%-18.9pp | 31.71%-14.6pp |
| Employer contribution / active EE | $811 | $1,965-58.7% | $4,087-80.2% | $2,471-67.2% |
| Participant deferral / active EE | $10,758 | $3,779+184.7% | $5,632+91.0% | $3,740+187.6% |
| Admin fee / account holder | $15,982 | $4,513+254.2% | $9,500+68.2% | $5,306+201.2% |