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 | $192,601 | $76,407+152.1% | $150,298+28.1% | $82,448+133.6% |
| Participation rate | 95.5% | 66.4%+29.1pp | 77.8%+17.7pp | 68.1%+27.4pp |
| Annual return | 19.73% | 39.99%-20.3pp | 62.79%-43.1pp | 41.64%-21.9pp |
| Employer contribution / active EE | $6,096 | $2,614+133.2% | $4,154+46.7% | $2,551+139.0% |
| Participant deferral / active EE | $1,574 | $3,214-51.0% | $5,453-71.1% | $4,139-62.0% |
| Admin fee / account holder | $4,456 | $6,352-29.9% | $14,116-68.4% | $7,234-38.4% |