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 | $187,015 | $109,413+70.9% | $156,263+19.7% | $84,808+120.5% |
| Participation rate | 88.6% | 72.7%+15.9pp | 78.9%+9.7pp | 68.3%+20.3pp |
| Annual return | 16.39% | 20.18%-3.8pp | 59.47%-43.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $884 | $2,907-69.6% | $4,333-79.6% | $2,631-66.4% |
| Participant deferral / active EE | $5,201 | $4,590+13.3% | $6,158-15.5% | $4,212+23.5% |
| Admin fee / account holder | $22,473 | $9,357+140.2% | $14,255+57.7% | $7,344+206.0% |