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 | $244,929 | $73,787+231.9% | $98,716+148.1% | $82,448+197.1% |
| Participation rate | 75.6% | 61.4%+14.2pp | 69.3%+6.3pp | 68.1%+7.5pp |
| Annual return | 12.50% | 18.57%-6.1pp | 31.81%-19.3pp | 41.64%-29.1pp |
| Employer contribution / active EE | $3,397 | $1,511+124.8% | $2,279+49.1% | $2,551+33.2% |
| Participant deferral / active EE | $5,134 | $3,081+66.6% | $4,048+26.8% | $4,139+24.0% |
| Admin fee / account holder | $54,193 | $6,500+733.7% | $8,703+522.7% | $7,234+649.1% |