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 | $186,227 | $60,892+205.8% | $82,389+126.0% | $84,808+119.6% |
| Participation rate | 80.5% | 63.3%+17.2pp | 69.5%+10.9pp | 68.3%+12.2pp |
| Annual return | 15.42% | 37.29%-21.9pp | 28.67%-13.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,342 | $1,779+87.9% | $2,517+32.8% | $2,631+27.0% |
| Participant deferral / active EE | $6,881 | $3,179+116.5% | $4,155+65.6% | $4,212+63.4% |
| Admin fee / account holder | $23,322 | $5,467+326.6% | $7,231+222.6% | $7,344+217.6% |