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 | $236,639 | $87,733+169.7% | $106,548+122.1% | $85,850+175.6% |
| Participation rate | 89.4% | 71.9%+17.4pp | 76.1%+13.2pp | 69.3%+20.0pp |
| Annual return | 13.11% | 21.86%-8.7pp | 26.80%-13.7pp | 318.53%-305.4pp |
| Employer contribution / active EE | $817 | $2,073-60.6% | $2,819-71.0% | $2,565-68.2% |
| Participant deferral / active EE | $7,078 | $3,469+104.0% | $4,398+60.9% | $3,952+79.1% |
| Admin fee / account holder | $46,311 | $6,767+584.3% | $7,407+525.2% | $6,260+639.8% |