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 | $184,046 | $78,520+134.4% | $96,576+90.6% | $82,448+123.2% |
| Participation rate | 77.8% | 77.7%0pp | 81.4%-3.7pp | 68.1%+9.7pp |
| Annual return | 14.72% | 41.30%-26.6pp | 38.47%-23.7pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,687 | $2,630-35.8% | $3,553-52.5% | $2,551-33.9% |
| Participant deferral / active EE | $10,060 | $6,754+48.9% | $7,956+26.4% | $4,139+143.0% |
| Admin fee / account holder | $4,724 | $13,455-64.9% | $11,381-58.5% | $7,234-34.7% |