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 | $182,499 | $54,573+234.4% | $90,951+100.7% | $73,488+148.3% |
| Participation rate | 74.0% | 61.2%+12.8pp | 69.0%+5.0pp | 70.7%+3.3pp |
| Annual return | 12.77% | 16.69%-3.9pp | 134.60%-121.8pp | 28.51%-15.7pp |
| Employer contribution / active EE | $789 | $991-20.4% | $2,122-62.8% | $2,270-65.2% |
| Participant deferral / active EE | $3,945 | $2,517+56.7% | $3,373+17.0% | $3,740+5.5% |
| Admin fee / account holder | $5,184 | $521+894.2% | $5,959-13.0% | $513+910.4% |