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 | $189,426 | $74,888+152.9% | $71,209+166.0% | $142,382+33.0% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.1%+14.0pp |
| Annual return | 24.15% | 345.14%-321.0pp | 282.51%-258.4pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,296 | $2,854-54.6% | $2,721-52.4% | $4,299-69.9% |
| Participant deferral / active EE | $1,706 | $4,454-61.7% | $4,175-59.1% | $6,507-73.8% |
| Admin fee / account holder | $8,624 | $5,568+54.9% | $5,349+61.2% | $12,624-31.7% |