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 | $192,524 | $73,933+160.4% | $96,683+99.1% | $75,163+156.1% |
| Participation rate | 85.2% | 66.4%+18.8pp | 74.3%+10.8pp | 67.2%+18.0pp |
| Annual return | 15.58% | 26.70%-11.1pp | 35.69%-20.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,857 | $2,928-36.6% | $3,737-50.3% | $2,670-30.4% |
| Participant deferral / active EE | $6,089 | $3,659+66.4% | $4,878+24.8% | $4,125+47.6% |
| Admin fee / account holder | $46,324 | $5,216+788.1% | $6,730+588.4% | $5,651+719.8% |