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 | $211,302 | $59,101+257.5% | $77,163+173.8% | $75,163+181.1% |
| Participation rate | 86.4% | 63.9%+22.5pp | 69.6%+16.8pp | 67.2%+19.2pp |
| Annual return | 14.51% | 26.71%-12.2pp | 37.87%-23.4pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,883 | $1,995-5.6% | $2,535-25.7% | $2,670-29.5% |
| Participant deferral / active EE | $9,402 | $2,999+213.5% | $3,833+145.3% | $4,125+127.9% |
| Admin fee / account holder | $15,157 | $4,774+217.5% | $5,472+177.0% | $5,651+168.2% |