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 | $224,410 | $102,382+119.2% | $147,005+52.7% | $80,874+177.5% |
| Participation rate | 97.1% | 75.8%+21.2pp | 82.2%+14.9pp | 67.6%+29.4pp |
| Annual return | 14.77% | 134.89%-120.1pp | 418.76%-404.0pp | 35.62%-20.8pp |
| Employer contribution / active EE | $1,471 | $3,715-60.4% | $4,934-70.2% | $2,756-46.6% |
| Participant deferral / active EE | $13,975 | $6,646+110.3% | $8,070+73.2% | $4,297+225.2% |
| Admin fee / account holder | $6,087 | $7,942-23.4% | $13,006-53.2% | $6,935-12.2% |