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 | $175,974 | $81,446+116.1% | $103,374+70.2% | $80,874+117.6% |
| Participation rate | 81.8% | 66.9%+15.0pp | 74.5%+7.3pp | 67.6%+14.2pp |
| Annual return | 15.17% | 25.57%-10.4pp | 24.89%-9.7pp | 35.62%-20.5pp |
| Employer contribution / active EE | $1,450 | $3,107-53.3% | $3,869-62.5% | $2,756-47.4% |
| Participant deferral / active EE | $7,688 | $3,870+98.7% | $5,058+52.0% | $4,297+78.9% |
| Admin fee / account holder | $21,716 | $6,715+223.4% | $8,394+158.7% | $6,935+213.1% |