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 | $200,295 | $101,763+96.8% | $164,866+21.5% | $80,874+147.7% |
| Participation rate | 95.6% | 71.8%+23.7pp | 78.6%+16.9pp | 67.6%+27.9pp |
| Annual return | 12.51% | 16.73%-4.2pp | 69.97%-57.5pp | 35.62%-23.1pp |
| Employer contribution / active EE | $2,338 | $2,954-20.9% | $4,343-46.2% | $2,756-15.2% |
| Participant deferral / active EE | $12,704 | $4,477+183.8% | $6,033+110.6% | $4,297+195.7% |
| Admin fee / account holder | $26,045 | $8,228+216.5% | $12,689+105.3% | $6,935+275.5% |