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 | $210,973 | $56,114+276.0% | $96,139+119.4% | $85,850+145.7% |
| Participation rate | 74.1% | 56.7%+17.4pp | 68.4%+5.6pp | 69.3%+4.8pp |
| Annual return | 16.93% | 42.30%-25.4pp | 191.94%-175.0pp | 318.53%-301.6pp |
| Employer contribution / active EE | $1,098 | $1,620-32.2% | $2,797-60.7% | $2,565-57.2% |
| Participant deferral / active EE | $7,053 | $2,859+146.7% | $4,349+62.2% | $3,952+78.5% |
| Admin fee / account holder | $9,129 | $3,768+142.3% | $5,537+64.9% | $6,260+45.8% |