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 | $208,532 | $100,041+108.4% | $149,718+39.3% | $70,131+197.3% |
| Participation rate | 85.2% | 83.6%+1.6pp | 87.1%-1.8pp | 69.5%+15.7pp |
| Annual return | 15.39% | 27.43%-12.0pp | 1501.63%-1486.2pp | 73.14%-57.8pp |
| Employer contribution / active EE | $2,366 | $3,662-35.4% | $5,445-56.5% | $2,342+1.0% |
| Participant deferral / active EE | $7,869 | $4,983+57.9% | $6,569+19.8% | $3,332+136.2% |
| Admin fee / account holder | $17,144 | $8,286+106.9% | $11,283+52.0% | $4,645+269.1% |