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 | $221,391 | $89,753+146.7% | $107,525+105.9% | $84,808+161.1% |
| Participation rate | 90.3% | 68.1%+22.3pp | 75.1%+15.2pp | 68.3%+22.0pp |
| Annual return | 15.30% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $857 | $3,113-72.5% | $3,754-77.2% | $2,631-67.4% |
| Participant deferral / active EE | $6,444 | $4,056+58.9% | $5,116+26.0% | $4,212+53.0% |
| Admin fee / account holder | $2,152 | $7,222-70.2% | $8,919-75.9% | $7,344-70.7% |