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 | $180,437 | $78,422+130.1% | $95,952+88.0% | $79,858+125.9% |
| Participation rate | 93.8% | 73.5%+20.3pp | 77.1%+16.7pp | 69.6%+24.1pp |
| Annual return | 13.57% | 19.37%-5.8pp | 91.61%-78.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $498 | $1,945-74.4% | $2,541-80.4% | $2,471-79.8% |
| Participant deferral / active EE | $3,837 | $3,440+11.5% | $4,167-7.9% | $3,740+2.6% |
| Admin fee / account holder | $32,562 | $5,622+479.2% | $6,795+379.2% | $5,306+513.7% |