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 | $205,822 | $107,334+91.8% | $92,893+121.6% | $152,861+34.6% |
| Participation rate | 72.2% | 79.8%-7.6pp | 76.0%-3.8pp | 82.4%-10.2pp |
| Annual return | 19.31% | 145.58%-126.3pp | 109.41%-90.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $2,591 | $4,221-38.6% | $3,653-29.1% | $4,762-45.6% |
| Participant deferral / active EE | $5,893 | $4,845+21.6% | $4,236+39.1% | $5,850+0.7% |
| Admin fee / account holder | $12,154 | $7,079+71.7% | $5,794+109.8% | $11,596+4.8% |