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 | $229,884 | $89,355+157.3% | $141,162+62.9% | $72,985+215.0% |
| Participation rate | 88.4% | 75.1%+13.3pp | 82.5%+5.9pp | 69.5%+18.9pp |
| Annual return | 23.06% | 111.85%-88.8pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $2,561 | $3,114-17.8% | $4,735-45.9% | $2,440+5.0% |
| Participant deferral / active EE | $9,182 | $5,418+69.5% | $6,709+36.9% | $3,607+154.5% |
| Admin fee / account holder | $13,392 | $5,958+124.8% | $10,261+30.5% | $5,124+161.3% |