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 | $241,261 | $93,571+157.8% | $135,903+77.5% | $75,163+221.0% |
| Participation rate | 98.6% | 75.2%+23.5pp | 81.9%+16.7pp | 67.2%+31.4pp |
| Annual return | 16.69% | 30.90%-14.2pp | 68.23%-51.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,112 | $3,537-40.3% | $4,856-56.5% | $2,670-20.9% |
| Participant deferral / active EE | $13,191 | $6,404+106.0% | $7,758+70.0% | $4,125+219.8% |
| Admin fee / account holder | $5,838 | $6,975-16.3% | $10,762-45.8% | $5,651+3.3% |