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 | $181,148 | $48,795+271.2% | $65,493+176.6% | $84,808+113.6% |
| Participation rate | 81.3% | 67.0%+14.3pp | 73.1%+8.2pp | 68.3%+12.9pp |
| Annual return | 18.02% | 20.20%-2.2pp | 982.45%-964.4pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,558 | $1,930+32.6% | $2,574-0.6% | $2,631-2.8% |
| Participant deferral / active EE | $7,429 | $2,928+153.7% | $3,961+87.6% | $4,212+76.4% |
| Admin fee / account holder | $8,355 | $3,877+115.5% | $5,028+66.2% | $7,344+13.8% |