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 | $185,030 | $47,848+286.7% | $81,478+127.1% | $70,131+163.8% |
| Participation rate | 81.5% | 58.3%+23.2pp | 68.0%+13.5pp | 69.5%+11.9pp |
| Annual return | 22.00% | 27.25%-5.2pp | 38.78%-16.8pp | 73.14%-51.1pp |
| Employer contribution / active EE | $4,400 | $1,527+188.1% | $2,568+71.4% | $2,342+87.8% |
| Participant deferral / active EE | $7,286 | $2,453+197.0% | $3,537+106.0% | $3,332+118.7% |
| Admin fee / account holder | $12,680 | $3,145+303.2% | $4,561+178.0% | $4,645+173.0% |