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 | $172,202 | $78,422+119.6% | $95,952+79.5% | $79,858+115.6% |
| Participation rate | 82.1% | 73.5%+8.7pp | 77.1%+5.1pp | 69.6%+12.5pp |
| Annual return | 13.85% | 19.37%-5.5pp | 91.61%-77.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,864 | $1,945-4.1% | $2,541-26.6% | $2,471-24.5% |
| Participant deferral / active EE | $4,969 | $3,440+44.5% | $4,167+19.2% | $3,740+32.9% |
| Admin fee / account holder | $23,657 | $5,622+320.8% | $6,795+248.1% | $5,306+345.8% |