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 | $242,298 | $87,013+178.5% | $106,213+128.1% | $80,856+199.7% |
| Participation rate | 84.8% | 70.4%+14.4pp | 75.3%+9.6pp | 67.6%+17.2pp |
| Annual return | 11.67% | 17.05%-5.4pp | 116.14%-104.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $3,243 | $2,395+35.4% | $3,171+2.3% | $2,755+17.7% |
| Participant deferral / active EE | $9,015 | $3,986+126.2% | $5,016+79.7% | $4,296+109.9% |
| Admin fee / account holder | $5,750 | $8,431-31.8% | $11,033-47.9% | $6,918-16.9% |