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 | $206,392 | $89,355+131.0% | $141,162+46.2% | $72,985+182.8% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.5%+15.0pp | 69.5%+27.9pp |
| Annual return | 27.11% | 111.85%-84.7pp | 71.39%-44.3pp | 81.00%-53.9pp |
| Employer contribution / active EE | $2,741 | $3,114-12.0% | $4,735-42.1% | $2,440+12.4% |
| Participant deferral / active EE | $6,300 | $5,418+16.3% | $6,709-6.1% | $3,607+74.7% |
| Admin fee / account holder | $10,094 | $5,958+69.4% | $10,261-1.6% | $5,124+97.0% |