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 | $182,309 | $87,013+109.5% | $106,213+71.6% | $80,856+125.5% |
| Participation rate | 98.6% | 70.4%+28.1pp | 75.3%+23.3pp | 67.6%+30.9pp |
| Annual return | 15.63% | 17.05%-1.4pp | 116.14%-100.5pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,447 | $2,395-39.6% | $3,171-54.4% | $2,755-47.5% |
| Participant deferral / active EE | $5,074 | $3,986+27.3% | $5,016+1.1% | $4,296+18.1% |
| Admin fee / account holder | $7,904 | $8,431-6.3% | $11,033-28.4% | $6,918+14.2% |