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 | $243,248 | $85,202+185.5% | $172,739+40.8% | $72,985+233.3% |
| Participation rate | 83.7% | 70.1%+13.7pp | 82.6%+1.1pp | 69.5%+14.2pp |
| Annual return | 17.18% | 27.32%-10.1pp | 802.84%-785.7pp | 81.00%-63.8pp |
| Employer contribution / active EE | $4,457 | $3,324+34.1% | $5,143-13.3% | $2,440+82.7% |
| Participant deferral / active EE | $2,780 | $3,260-14.7% | $5,198-46.5% | $3,607-22.9% |
| Admin fee / account holder | $8,039 | $5,884+36.6% | $13,954-42.4% | $5,124+56.9% |