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 | $194,085 | $61,774+214.2% | $97,226+99.6% | $80,856+140.0% |
| Participation rate | 70.0% | 63.5%+6.5pp | 72.7%-2.7pp | 67.6%+2.4pp |
| Annual return | 15.18% | -557.90%+573.1pp | 75.13%-59.9pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,575 | $1,837+40.2% | $2,729-5.6% | $2,755-6.5% |
| Participant deferral / active EE | $6,685 | $3,029+120.7% | $4,264+56.8% | $4,296+55.6% |
| Admin fee / account holder | $6,461 | $5,166+25.1% | $5,654+14.3% | $6,918-6.6% |