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 | $181,144 | $81,248+123.0% | $155,509+16.5% | $80,856+124.0% |
| Participation rate | 90.0% | 66.2%+23.8pp | 78.2%+11.8pp | 67.6%+22.4pp |
| Annual return | 12.36% | 33.31%-20.9pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $4,577 | $3,100+47.6% | $4,672-2.0% | $2,755+66.1% |
| Participant deferral / active EE | $3,753 | $3,452+8.7% | $5,626-33.3% | $4,296-12.6% |
| Admin fee / account holder | $180,393 | $7,997+2155.7% | $15,912+1033.7% | $6,918+2507.6% |