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 | $181,345 | $78,422+131.2% | $95,952+89.0% | $79,858+127.1% |
| Participation rate | 86.2% | 73.5%+12.7pp | 77.1%+9.1pp | 69.6%+16.6pp |
| Annual return | 13.38% | 19.37%-6.0pp | 91.61%-78.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,009 | $1,945-48.1% | $2,541-60.3% | $2,471-59.2% |
| Participant deferral / active EE | $5,001 | $3,440+45.4% | $4,167+20.0% | $3,740+33.7% |
| Admin fee / account holder | $10,568 | $5,622+88.0% | $6,795+55.5% | $5,306+99.2% |