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 | $216,340 | $154,117+40.4% | $129,995+66.4% | $139,434+55.2% |
| Participation rate | 93.8% | 82.0%+11.8pp | 78.5%+15.3pp | 80.3%+13.4pp |
| Annual return | 13.63% | 32.48%-18.8pp | -137.18%+150.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $14,563 | $5,289+175.3% | $4,320+237.1% | $4,751+206.5% |
| Participant deferral / active EE | $4,466 | $6,710-33.4% | $5,820-23.3% | $6,710-33.4% |
| Admin fee / account holder | $11,762 | $14,007-16.0% | $10,614+10.8% | $11,403+3.1% |