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 | $191,915 | $81,233+136.3% | $155,567+23.4% | $80,874+137.3% |
| Participation rate | 88.5% | 66.2%+22.2pp | 78.2%+10.3pp | 67.6%+20.8pp |
| Annual return | 11.46% | 33.33%-21.9pp | 64.74%-53.3pp | 35.62%-24.2pp |
| Employer contribution / active EE | $2,476 | $3,101-20.2% | $4,674-47.0% | $2,756-10.1% |
| Participant deferral / active EE | $10,169 | $3,452+194.6% | $5,628+80.7% | $4,297+136.7% |
| Admin fee / account holder | $1,172 | $7,998-85.3% | $15,916-92.6% | $6,935-83.1% |