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 | $179,267 | $53,127+237.4% | $86,590+107.0% | $70,131+155.6% |
| Participation rate | 76.3% | 65.3%+11.0pp | 73.5%+2.8pp | 69.5%+6.8pp |
| Annual return | 17.12% | 27.66%-10.5pp | 964.84%-947.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,776 | $2,068-14.1% | $2,839-37.5% | $2,342-24.2% |
| Participant deferral / active EE | $5,646 | $2,696+109.4% | $3,609+56.5% | $3,332+69.5% |
| Admin fee / account holder | $13,132 | $3,585+266.3% | $4,906+167.7% | $4,645+182.7% |