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 | $202,098 | $72,404+179.1% | $110,238+83.3% | $64,186+214.9% |
| Participation rate | 96.7% | 73.3%+23.3pp | 79.8%+16.8pp | 69.6%+27.1pp |
| Annual return | 11.27% | -6.29%+17.6pp | 314.74%-303.5pp | 7.63%+3.6pp |
| Employer contribution / active EE | $2,079 | $2,282-8.9% | $3,826-45.7% | $2,381-12.7% |
| Participant deferral / active EE | $4,655 | $3,469+34.2% | $4,672-0.4% | $3,470+34.2% |
| Admin fee / account holder | $947 | $5,664-83.3% | $8,547-88.9% | $4,888-80.6% |