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 | $179,302 | $87,166+105.7% | $76,735+133.7% | $137,256+30.6% |
| Participation rate | 95.7% | 74.4%+21.3pp | 69.5%+26.2pp | 80.0%+15.7pp |
| Annual return | 13.39% | 26.50%-13.1pp | 29.77%-16.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,385 | $2,904-52.3% | $2,454-43.6% | $4,156-66.7% |
| Participant deferral / active EE | $11,096 | $4,726+134.8% | $4,088+171.4% | $6,407+73.2% |
| Admin fee / account holder | $55,599 | $8,403+561.6% | $7,189+673.3% | $12,270+353.1% |