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 | $174,932 | $89,355+95.8% | $141,162+23.9% | $72,985+139.7% |
| Participation rate | 87.8% | 75.1%+12.6pp | 82.5%+5.3pp | 69.5%+18.3pp |
| Annual return | 22.08% | 111.85%-89.8pp | 71.39%-49.3pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,237 | $3,114-60.3% | $4,735-73.9% | $2,440-49.3% |
| Participant deferral / active EE | $10,487 | $5,418+93.6% | $6,709+56.3% | $3,607+190.7% |
| Admin fee / account holder | $18,542 | $5,958+211.2% | $10,261+80.7% | $5,124+261.8% |