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 | $193,283 | $72,492+166.6% | $87,100+121.9% | $72,985+164.8% |
| Participation rate | 91.7% | 72.8%+18.9pp | 76.9%+14.8pp | 69.5%+22.2pp |
| Annual return | 25.86% | 24.46%+1.4pp | 28.19%-2.3pp | 81.00%-55.1pp |
| Employer contribution / active EE | $950 | $1,894-49.8% | $2,521-62.3% | $2,440-61.0% |
| Participant deferral / active EE | $3,223 | $3,270-1.4% | $4,049-20.4% | $3,607-10.7% |
| Admin fee / account holder | $17,929 | $5,055+254.7% | $7,497+139.2% | $5,124+249.9% |