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 | $197,804 | $89,355+121.4% | $141,162+40.1% | $72,985+171.0% |
| Participation rate | 73.6% | 75.1%-1.5pp | 82.5%-8.9pp | 69.5%+4.1pp |
| Annual return | 24.04% | 111.85%-87.8pp | 71.39%-47.4pp | 81.00%-57.0pp |
| Employer contribution / active EE | $2,472 | $3,114-20.6% | $4,735-47.8% | $2,440+1.3% |
| Participant deferral / active EE | $6,865 | $5,418+26.7% | $6,709+2.3% | $3,607+90.3% |
| Admin fee / account holder | $15,598 | $5,958+161.8% | $10,261+52.0% | $5,124+204.4% |