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 | $193,231 | $89,355+116.3% | $141,162+36.9% | $72,985+164.8% |
| Participation rate | 81.1% | 75.1%+6.0pp | 82.5%-1.3pp | 69.5%+11.6pp |
| Annual return | 23.13% | 111.85%-88.7pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $845 | $3,114-72.9% | $4,735-82.2% | $2,440-65.4% |
| Participant deferral / active EE | $11,616 | $5,418+114.4% | $6,709+73.1% | $3,607+222.0% |
| Admin fee / account holder | $1,564 | $5,958-73.7% | $10,261-84.8% | $5,124-69.5% |