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 | $204,980 | $89,355+129.4% | $141,162+45.2% | $72,985+180.9% |
| Participation rate | 85.7% | 75.1%+10.6pp | 82.5%+3.2pp | 69.5%+16.2pp |
| Annual return | 22.65% | 111.85%-89.2pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $2,900 | $3,114-6.9% | $4,735-38.7% | $2,440+18.9% |
| Participant deferral / active EE | $5,934 | $5,418+9.5% | $6,709-11.6% | $3,607+64.5% |
| Admin fee / account holder | $21,042 | $5,958+253.2% | $10,261+105.1% | $5,124+310.6% |