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 | $184,186 | $58,512+214.8% | $84,015+119.2% | $72,985+152.4% |
| Participation rate | 82.9% | 61.2%+21.7pp | 69.0%+13.9pp | 69.5%+13.4pp |
| Annual return | 20.36% | 28.93%-8.6pp | 71.31%-50.9pp | 81.00%-60.6pp |
| Employer contribution / active EE | $2,370 | $1,163+103.8% | $1,983+19.5% | $2,440-2.9% |
| Participant deferral / active EE | $2,434 | $2,394+1.7% | $3,239-24.8% | $3,607-32.5% |
| Admin fee / account holder | $10,834 | $4,569+137.1% | $6,101+77.6% | $5,124+111.4% |