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 | $205,444 | $83,477+146.1% | $125,175+64.1% | $72,985+181.5% |
| Participation rate | 78.9% | 73.3%+5.6pp | 79.8%-0.8pp | 69.5%+9.5pp |
| Annual return | 18.16% | 25.78%-7.6pp | 43.79%-25.6pp | 81.00%-62.8pp |
| Employer contribution / active EE | $1,106 | $2,345-52.8% | $3,865-71.4% | $2,440-54.7% |
| Participant deferral / active EE | $5,719 | $3,585+59.5% | $4,937+15.9% | $3,607+58.5% |
| Admin fee / account holder | $11,874 | $5,517+115.2% | $9,702+22.4% | $5,124+131.7% |