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 | $207,490 | $64,839+220.0% | $95,585+117.1% | $84,808+144.7% |
| Participation rate | 93.9% | 63.8%+30.1pp | 72.1%+21.8pp | 68.3%+25.6pp |
| Annual return | 18.19% | -670.96%+689.2pp | 38.56%-20.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,041 | $1,759-40.8% | $2,527-58.8% | $2,631-60.4% |
| Participant deferral / active EE | $4,991 | $2,965+68.3% | $4,023+24.1% | $4,212+18.5% |
| Admin fee / account holder | $10,685 | $5,964+79.1% | $6,127+74.4% | $7,344+45.5% |