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 | $183,101 | $84,233+117.4% | $170,442+7.4% | $70,131+161.1% |
| Participation rate | 75.0% | 70.8%+4.2pp | 83.6%-8.6pp | 69.5%+5.5pp |
| Annual return | 12.44% | 23.06%-10.6pp | 205.93%-193.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $2,315 | $3,387-31.6% | $5,433-57.4% | $2,342-1.2% |
| Participant deferral / active EE | $6,267 | $3,086+103.1% | $4,939+26.9% | $3,332+88.1% |
| Admin fee / account holder | $109,089 | $5,698+1814.5% | $13,880+685.9% | $4,645+2248.4% |