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 | $170,543 | $63,355+169.2% | $91,989+85.4% | $72,985+133.7% |
| Participation rate | 92.0% | 72.5%+19.5pp | 78.6%+13.4pp | 69.5%+22.5pp |
| Annual return | 21.02% | 35.35%-14.3pp | 69.02%-48.0pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,321 | $2,116-37.6% | $3,452-61.7% | $2,440-45.9% |
| Participant deferral / active EE | $5,956 | $4,883+22.0% | $5,923+0.6% | $3,607+65.1% |
| Admin fee / account holder | $25,633 | $4,668+449.1% | $7,743+231.1% | $5,124+400.2% |