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 | $185,766 | $58,627+216.9% | $76,735+142.1% | $82,448+125.3% |
| Participation rate | 81.1% | 63.2%+17.9pp | 69.5%+11.6pp | 68.1%+13.0pp |
| Annual return | 17.03% | 39.10%-22.1pp | 29.77%-12.7pp | 41.64%-24.6pp |
| Employer contribution / active EE | $3,126 | $1,729+80.8% | $2,454+27.4% | $2,551+22.5% |
| Participant deferral / active EE | $10,011 | $3,134+219.5% | $4,088+144.9% | $4,139+141.8% |
| Admin fee / account holder | $20,271 | $5,323+280.9% | $7,189+182.0% | $7,234+180.2% |