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 | $156,828 | $63,346+147.6% | $92,233+70.0% | $70,131+123.6% |
| Participation rate | 88.1% | 68.7%+19.5pp | 76.5%+11.7pp | 69.5%+18.6pp |
| Annual return | 15.04% | 530.12%-515.1pp | 176.28%-161.2pp | 73.14%-58.1pp |
| Employer contribution / active EE | $928 | $2,471-62.5% | $3,679-74.8% | $2,342-60.4% |
| Participant deferral / active EE | $2,918 | $2,854+2.3% | $3,897-25.1% | $3,332-12.4% |
| Admin fee / account holder | $13,300 | $3,840+246.3% | $5,194+156.1% | $4,645+186.3% |