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 | $182,001 | $89,355+103.7% | $141,162+28.9% | $72,985+149.4% |
| Participation rate | 93.3% | 75.1%+18.2pp | 82.5%+10.9pp | 69.5%+23.8pp |
| Annual return | 19.88% | 111.85%-92.0pp | 71.39%-51.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,952 | $3,114-37.3% | $4,735-58.8% | $2,440-20.0% |
| Participant deferral / active EE | $8,819 | $5,418+62.8% | $6,709+31.4% | $3,607+144.5% |
| Admin fee / account holder | $9,091 | $5,958+52.6% | $10,261-11.4% | $5,124+77.4% |