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 | $212,405 | $98,750+115.1% | $149,696+41.9% | $79,858+166.0% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.5%-6.5pp | 69.6%+6.4pp |
| Annual return | 22.92% | 27.43%-4.5pp | 276.60%-253.7pp | 31.71%-8.8pp |
| Employer contribution / active EE | $948 | $3,216-70.5% | $4,644-79.6% | $2,471-61.6% |
| Participant deferral / active EE | $10,740 | $5,680+89.1% | $6,842+57.0% | $3,740+187.2% |
| Admin fee / account holder | $8,543 | $6,053+41.2% | $9,309-8.2% | $5,306+61.0% |