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 | $208,101 | $89,355+132.9% | $141,162+47.4% | $72,985+185.1% |
| Participation rate | 95.0% | 75.1%+19.9pp | 82.5%+12.5pp | 69.5%+25.5pp |
| Annual return | 20.85% | 111.85%-91.0pp | 71.39%-50.5pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,876 | $3,114-39.8% | $4,735-60.4% | $2,440-23.1% |
| Participant deferral / active EE | $7,504 | $5,418+38.5% | $6,709+11.8% | $3,607+108.0% |
| Admin fee / account holder | $5,130 | $5,958-13.9% | $10,261-50.0% | $5,124+0.1% |