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 | $192,662 | $67,606+185.0% | $82,313+134.1% | $70,131+174.7% |
| Participation rate | 92.8% | 72.8%+20.0pp | 76.9%+15.9pp | 69.5%+23.2pp |
| Annual return | 15.11% | 21.57%-6.5pp | 25.88%-10.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $942 | $1,755-46.3% | $2,428-61.2% | $2,342-59.8% |
| Participant deferral / active EE | $4,515 | $2,987+51.2% | $3,706+21.8% | $3,332+35.5% |
| Admin fee / account holder | $20,103 | $4,512+345.5% | $5,608+258.5% | $4,645+332.8% |