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 | $214,067 | $81,460+162.8% | $103,333+107.2% | $80,856+164.7% |
| Participation rate | 88.5% | 66.8%+21.6pp | 74.5%+14.0pp | 67.6%+20.8pp |
| Annual return | 19.44% | 25.55%-6.1pp | 24.88%-5.4pp | 35.59%-16.2pp |
| Employer contribution / active EE | $1,929 | $3,105-37.9% | $3,868-50.1% | $2,755-30.0% |
| Participant deferral / active EE | $6,652 | $3,869+71.9% | $5,057+31.5% | $4,296+54.8% |
| Admin fee / account holder | $24,266 | $6,566+269.5% | $8,355+190.4% | $6,918+250.8% |