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 | $208,194 | $85,202+144.4% | $172,739+20.5% | $72,985+185.3% |
| Participation rate | 80.8% | 70.1%+10.7pp | 82.6%-1.9pp | 69.5%+11.3pp |
| Annual return | 21.35% | 27.32%-6.0pp | 802.84%-781.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,192 | $3,324-64.2% | $5,143-76.8% | $2,440-51.2% |
| Participant deferral / active EE | $6,382 | $3,260+95.8% | $5,198+22.8% | $3,607+76.9% |
| Admin fee / account holder | $12,362 | $5,884+110.1% | $13,954-11.4% | $5,124+141.2% |