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 | $148,224 | $57,281+158.8% | $86,612+71.1% | $75,163+97.2% |
| Participation rate | 93.0% | 63.2%+29.8pp | 71.7%+21.3pp | 67.2%+25.8pp |
| Annual return | 20.43% | 2670.75%-2650.3pp | 591.07%-570.6pp | 160.62%-140.2pp |
| Employer contribution / active EE | $1,502 | $2,314-35.1% | $3,022-50.3% | $2,670-43.7% |
| Participant deferral / active EE | $8,487 | $3,318+155.8% | $4,438+91.2% | $4,125+105.7% |
| Admin fee / account holder | $3,364 | $4,112-18.2% | $5,614-40.1% | $5,651-40.5% |