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 | $180,981 | $89,753+101.6% | $107,525+68.3% | $84,808+113.4% |
| Participation rate | 77.8% | 68.1%+9.7pp | 75.1%+2.7pp | 68.3%+9.5pp |
| Annual return | 14.50% | 29.48%-15.0pp | 181.32%-166.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,549 | $3,113-18.1% | $3,754-32.1% | $2,631-3.1% |
| Participant deferral / active EE | $5,764 | $4,056+42.1% | $5,116+12.7% | $4,212+36.9% |
| Admin fee / account holder | $15,434 | $7,222+113.7% | $8,919+73.0% | $7,344+110.2% |