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 | $207,547 | $89,355+132.3% | $141,162+47.0% | $72,985+184.4% |
| Participation rate | 96.9% | 75.1%+21.8pp | 82.5%+14.4pp | 69.5%+27.4pp |
| Annual return | 21.29% | 111.85%-90.6pp | 71.39%-50.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,923 | $3,114-38.3% | $4,735-59.4% | $2,440-21.2% |
| Participant deferral / active EE | $10,015 | $5,418+84.8% | $6,709+49.3% | $3,607+177.6% |
| Admin fee / account holder | $14,411 | $5,958+141.9% | $10,261+40.4% | $5,124+181.2% |