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 | $207,733 | $89,355+132.5% | $141,162+47.2% | $72,985+184.6% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.5%+15.0pp | 69.5%+27.9pp |
| Annual return | 78.56% | 111.85%-33.3pp | 71.39%+7.2pp | 81.00%-2.4pp |
| Employer contribution / active EE | $1,441 | $3,114-53.7% | $4,735-69.6% | $2,440-40.9% |
| Participant deferral / active EE | $9,663 | $5,418+78.3% | $6,709+44.0% | $3,607+167.9% |
| Admin fee / account holder | $27,711 | $5,958+365.1% | $10,261+170.1% | $5,124+440.8% |