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 | $190,046 | $77,899+144.0% | $149,673+27.0% | $75,163+152.8% |
| Participation rate | 88.0% | 65.6%+22.4pp | 78.8%+9.2pp | 67.2%+20.8pp |
| Annual return | 17.49% | 31.72%-14.2pp | 134.42%-116.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,554 | $3,137-18.6% | $4,818-47.0% | $2,670-4.4% |
| Participant deferral / active EE | $5,527 | $3,411+62.0% | $5,680-2.7% | $4,125+34.0% |
| Admin fee / account holder | $2,000 | $5,956-66.4% | $13,210-84.9% | $5,651-64.6% |