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 | $58,627+217.6% | $76,735+142.7% | $82,448+125.9% |
| Participation rate | 80.5% | 63.2%+17.3pp | 69.5%+11.0pp | 68.1%+12.4pp |
| Annual return | 15.42% | 39.10%-23.7pp | 29.77%-14.3pp | 41.64%-26.2pp |
| Employer contribution / active EE | $3,342 | $1,729+93.3% | $2,454+36.2% | $2,551+31.0% |
| Participant deferral / active EE | $6,881 | $3,134+119.6% | $4,088+68.3% | $4,139+66.2% |
| Admin fee / account holder | $23,322 | $5,323+338.2% | $7,189+224.4% | $7,234+222.4% |