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 | $206,916 | $49,227+320.3% | $70,449+193.7% | $79,858+159.1% |
| Participation rate | 89.9% | 69.2%+20.7pp | 75.1%+14.8pp | 69.6%+20.2pp |
| Annual return | 14.25% | 30.06%-15.8pp | 109.03%-94.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,473 | $2,099-29.8% | $2,737-46.2% | $2,471-40.4% |
| Participant deferral / active EE | $10,593 | $2,768+282.7% | $3,709+185.6% | $3,740+183.2% |
| Admin fee / account holder | $11,152 | $2,878+287.5% | $3,845+190.0% | $5,306+110.2% |