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 | $193,045 | $80,968+138.4% | $96,544+100.0% | $75,163+156.8% |
| Participation rate | 81.0% | 71.8%+9.2pp | 76.0%+5.0pp | 67.2%+13.8pp |
| Annual return | 23.44% | 27.06%-3.6pp | 25.84%-2.4pp | 160.62%-137.2pp |
| Employer contribution / active EE | $1,844 | $2,282-19.2% | $2,965-37.8% | $2,670-30.9% |
| Participant deferral / active EE | $4,618 | $3,928+17.6% | $4,851-4.8% | $4,125+12.0% |
| Admin fee / account holder | $14,353 | $6,724+113.4% | $8,252+73.9% | $5,651+154.0% |