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 | $193,406 | $89,355+116.4% | $141,162+37.0% | $72,985+165.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 19.66% | 111.85%-92.2pp | 71.39%-51.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,936 | $3,114-37.8% | $4,735-59.1% | $2,440-20.6% |
| Participant deferral / active EE | $9,494 | $5,418+75.2% | $6,709+41.5% | $3,607+163.2% |
| Admin fee / account holder | $23,632 | $5,958+296.6% | $10,261+130.3% | $5,124+361.2% |