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 | $222,564 | $103,376+115.3% | $87,100+155.5% | $152,861+45.6% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 31.55% | 28.10%+3.5pp | 28.19%+3.4pp | 345.32%-313.8pp |
| Employer contribution / active EE | $970 | $3,220-69.9% | $2,521-61.5% | $4,762-79.6% |
| Participant deferral / active EE | $1,850 | $4,778-61.3% | $4,049-54.3% | $5,850-68.4% |
| Admin fee / account holder | $505 | $12,205-95.9% | $7,497-93.3% | $11,596-95.6% |