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 | $181,403 | $81,248+123.3% | $155,509+16.7% | $80,856+124.4% |
| Participation rate | 81.3% | 66.2%+15.0pp | 78.2%+3.1pp | 67.6%+13.6pp |
| Annual return | 11.28% | 33.31%-22.0pp | 64.67%-53.4pp | 35.59%-24.3pp |
| Employer contribution / active EE | $6,226 | $3,100+100.8% | $4,672+33.2% | $2,755+126.0% |
| Participant deferral / active EE | $4,203 | $3,452+21.8% | $5,626-25.3% | $4,296-2.2% |
| Admin fee / account holder | $24,380 | $7,997+204.9% | $15,912+53.2% | $6,918+252.4% |