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 | $230,313 | $89,355+157.8% | $141,162+63.2% | $72,985+215.6% |
| Participation rate | 88.5% | 75.1%+13.3pp | 82.5%+6.0pp | 69.5%+19.0pp |
| Annual return | 26.29% | 111.85%-85.6pp | 71.39%-45.1pp | 81.00%-54.7pp |
| Employer contribution / active EE | $2,372 | $3,114-23.8% | $4,735-49.9% | $2,440-2.8% |
| Participant deferral / active EE | $8,255 | $5,418+52.4% | $6,709+23.0% | $3,607+128.8% |
| Admin fee / account holder | $2,154 | $5,958-63.8% | $10,261-79.0% | $5,124-58.0% |