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 | $154,822 | $58,512+164.6% | $84,015+84.3% | $72,985+112.1% |
| Participation rate | 75.6% | 61.2%+14.4pp | 69.0%+6.6pp | 69.5%+6.1pp |
| Annual return | 25.47% | 28.93%-3.5pp | 71.31%-45.8pp | 81.00%-55.5pp |
| Employer contribution / active EE | $2,177 | $1,163+87.2% | $1,983+9.8% | $2,440-10.8% |
| Participant deferral / active EE | $4,759 | $2,394+98.8% | $3,239+46.9% | $3,607+31.9% |
| Admin fee / account holder | $14,790 | $4,569+223.7% | $6,101+142.4% | $5,124+188.6% |