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 | $121,601 | $58,512+107.8% | $84,015+44.7% | $72,985+66.6% |
| Participation rate | 93.2% | 61.2%+32.0pp | 69.0%+24.2pp | 69.5%+23.7pp |
| Annual return | 18.36% | 28.93%-10.6pp | 71.31%-52.9pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,542 | $1,163+32.6% | $1,983-22.2% | $2,440-36.8% |
| Participant deferral / active EE | $3,871 | $2,394+61.7% | $3,239+19.5% | $3,607+7.3% |
| Admin fee / account holder | $13,851 | $4,569+203.2% | $6,101+127.0% | $5,124+170.3% |