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 | $241,047 | $89,355+169.8% | $141,162+70.8% | $72,985+230.3% |
| Participation rate | 79.4% | 75.1%+4.3pp | 82.5%-3.1pp | 69.5%+9.9pp |
| Annual return | 27.77% | 111.85%-84.1pp | 71.39%-43.6pp | 81.00%-53.2pp |
| Employer contribution / active EE | $2,609 | $3,114-16.2% | $4,735-44.9% | $2,440+6.9% |
| Participant deferral / active EE | $4,605 | $5,418-15.0% | $6,709-31.4% | $3,607+27.6% |
| Admin fee / account holder | $7,621 | $5,958+27.9% | $10,261-25.7% | $5,124+48.7% |