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 | $212,334 | $93,571+126.9% | $135,903+56.2% | $75,163+182.5% |
| Participation rate | 78.5% | 75.2%+3.3pp | 81.9%-3.4pp | 67.2%+11.3pp |
| Annual return | 19.43% | 30.90%-11.5pp | 68.23%-48.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,400 | $3,537-60.4% | $4,856-71.2% | $2,670-47.5% |
| Participant deferral / active EE | $4,435 | $6,404-30.7% | $7,758-42.8% | $4,125+7.5% |
| Admin fee / account holder | $15,390 | $6,975+120.6% | $10,762+43.0% | $5,651+172.4% |