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 | $202,133 | $85,202+137.2% | $172,739+17.0% | $72,985+177.0% |
| Participation rate | 92.5% | 70.1%+22.4pp | 82.6%+9.9pp | 69.5%+23.0pp |
| Annual return | 20.30% | 27.32%-7.0pp | 802.84%-782.5pp | 81.00%-60.7pp |
| Employer contribution / active EE | $2,113 | $3,324-36.4% | $5,143-58.9% | $2,440-13.4% |
| Participant deferral / active EE | $6,800 | $3,260+108.6% | $5,198+30.8% | $3,607+88.5% |
| Admin fee / account holder | $1,878 | $5,884-68.1% | $13,954-86.5% | $5,124-63.4% |