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 | $213,921 | $58,512+265.6% | $84,015+154.6% | $72,985+193.1% |
| Participation rate | 81.6% | 61.2%+20.4pp | 69.0%+12.6pp | 69.5%+12.1pp |
| Annual return | 43.97% | 28.93%+15.0pp | 71.31%-27.3pp | 81.00%-37.0pp |
| Employer contribution / active EE | $1,036 | $1,163-10.9% | $1,983-47.8% | $2,440-57.5% |
| Participant deferral / active EE | $1,919 | $2,394-19.8% | $3,239-40.8% | $3,607-46.8% |
| Admin fee / account holder | $22,715 | $4,569+397.2% | $6,101+272.3% | $5,124+343.3% |