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 | $187,644 | $89,355+110.0% | $141,162+32.9% | $72,985+157.1% |
| Participation rate | 87.1% | 75.1%+12.0pp | 82.5%+4.6pp | 69.5%+17.6pp |
| Annual return | 22.26% | 111.85%-89.6pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $2,813 | $3,114-9.7% | $4,735-40.6% | $2,440+15.3% |
| Participant deferral / active EE | $6,551 | $5,418+20.9% | $6,709-2.4% | $3,607+81.6% |
| Admin fee / account holder | $17,801 | $5,958+198.8% | $10,261+73.5% | $5,124+247.4% |