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 | $174,462 | $85,202+104.8% | $172,739+1.0% | $72,985+139.0% |
| Participation rate | 84.0% | 70.1%+13.9pp | 82.6%+1.4pp | 69.5%+14.5pp |
| Annual return | 18.23% | 27.32%-9.1pp | 802.84%-784.6pp | 81.00%-62.8pp |
| Employer contribution / active EE | $9,022 | $3,324+171.4% | $5,143+75.4% | $2,440+269.8% |
| Participant deferral / active EE | $4,466 | $3,260+37.0% | $5,198-14.1% | $3,607+23.8% |
| Admin fee / account holder | $3,314 | $5,884-43.7% | $13,954-76.2% | $5,124-35.3% |