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 | $185,001 | $87,013+112.6% | $106,213+74.2% | $80,856+128.8% |
| Participation rate | 82.4% | 70.4%+11.9pp | 75.3%+7.1pp | 67.6%+14.7pp |
| Annual return | 21.74% | 17.05%+4.7pp | 116.14%-94.4pp | 35.59%-13.9pp |
| Employer contribution / active EE | $1,420 | $2,395-40.7% | $3,171-55.2% | $2,755-48.4% |
| Participant deferral / active EE | $2,032 | $3,986-49.0% | $5,016-59.5% | $4,296-52.7% |
| Admin fee / account holder | $4,741 | $8,431-43.8% | $11,033-57.0% | $6,918-31.5% |