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 | $184,665 | $72,012+156.4% | $185,823-0.6% | $79,858+131.2% |
| Participation rate | 97.1% | 65.8%+31.3pp | 78.0%+19.0pp | 69.6%+27.4pp |
| Annual return | 13.11% | 23.12%-10.0pp | 35.95%-22.8pp | 31.71%-18.6pp |
| Employer contribution / active EE | $3,144 | $1,965+60.0% | $4,087-23.1% | $2,471+27.2% |
| Participant deferral / active EE | $8,071 | $3,779+113.6% | $5,632+43.3% | $3,740+115.8% |
| Admin fee / account holder | $11,477 | $4,513+154.3% | $9,500+20.8% | $5,306+116.3% |