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 | $193,791 | $78,705+146.2% | $117,854+64.4% | $70,131+176.3% |
| Participation rate | 80.0% | 73.2%+6.8pp | 79.7%+0.3pp | 69.5%+10.5pp |
| Annual return | 13.87% | 23.30%-9.4pp | 335.08%-321.2pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,599 | $2,223-28.1% | $3,786-57.8% | $2,342-31.8% |
| Participant deferral / active EE | $7,043 | $3,297+113.6% | $4,482+57.2% | $3,332+111.4% |
| Admin fee / account holder | $33,997 | $5,065+571.2% | $8,020+323.9% | $4,645+631.8% |