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 | $240,679 | $109,881+119.0% | $150,045+60.4% | $84,808+183.8% |
| Participation rate | 80.7% | 76.1%+4.6pp | 82.3%-1.6pp | 68.3%+12.4pp |
| Annual return | 17.85% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,182 | $3,561-66.8% | $4,693-74.8% | $2,631-55.1% |
| Participant deferral / active EE | $15,098 | $6,636+127.5% | $7,997+88.8% | $4,212+258.5% |
| Admin fee / account holder | $20,795 | $8,568+142.7% | $13,435+54.8% | $7,344+183.2% |