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 | $197,929 | $75,828+161.0% | $147,614+34.1% | $59,632+231.9% |
| Participation rate | 73.2% | 71.6%+1.6pp | 84.6%-11.5pp | 68.7%+4.5pp |
| Annual return | 1.51% | 0.37%+1.1pp | 61.98%-60.5pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $2,440 | $3,485-30.0% | $5,564-56.1% | $2,203+10.8% |
| Participant deferral / active EE | $6,746 | $3,130+115.5% | $4,895+37.8% | $3,192+111.4% |
| Admin fee / account holder | $22,889 | $5,985+282.4% | $11,611+97.1% | $4,297+432.7% |