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 | $183,326 | $104,251+75.9% | $91,001+101.5% | $147,584+24.2% |
| Participation rate | 73.3% | 78.2%-4.9pp | 75.6%-2.3pp | 82.8%-9.5pp |
| Annual return | 16.81% | 27.06%-10.2pp | 4.60%+12.2pp | 578.55%-561.7pp |
| Employer contribution / active EE | $690 | $3,116-77.9% | $2,456-71.9% | $4,876-85.8% |
| Participant deferral / active EE | $1,965 | $4,195-53.2% | $3,547-44.6% | $5,439-63.9% |
| Admin fee / account holder | $27,734 | $8,948+209.9% | $5,417+412.0% | $10,885+154.8% |