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 | $177,792 | $86,286+106.1% | $111,297+59.7% | $85,850+107.1% |
| Participation rate | 74.4% | 73.3%+1.0pp | 77.3%-3.0pp | 69.3%+5.0pp |
| Annual return | 13.80% | 19.99%-6.2pp | 54.65%-40.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,142 | $2,043-44.1% | $2,731-58.2% | $2,565-55.5% |
| Participant deferral / active EE | $4,926 | $3,641+35.3% | $4,487+9.8% | $3,952+24.7% |
| Admin fee / account holder | $22,906 | $8,188+179.8% | $7,964+187.6% | $6,260+265.9% |