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 | $140,229 | $60,349+132.4% | $74,183+89.0% | $62,891+123.0% |
| Participation rate | 98.8% | 72.7%+26.0pp | 76.6%+22.1pp | 69.3%+29.4pp |
| Annual return | 6.55% | 21.37%-14.8pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,209 | $1,680-28.0% | $2,370-49.0% | $2,281-47.0% |
| Participant deferral / active EE | $5,429 | $2,856+90.1% | $3,550+52.9% | $3,203+69.5% |
| Admin fee / account holder | $17,468 | $4,261+309.9% | $5,586+212.7% | $4,296+306.7% |