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 | $218,316 | $98,750+121.1% | $149,696+45.8% | $79,858+173.4% |
| Participation rate | 91.5% | 75.8%+15.7pp | 82.5%+9.0pp | 69.6%+21.9pp |
| Annual return | 12.38% | 27.43%-15.0pp | 276.60%-264.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,774 | $3,216-13.8% | $4,644-40.3% | $2,471+12.3% |
| Participant deferral / active EE | $9,520 | $5,680+67.6% | $6,842+39.1% | $3,740+154.5% |
| Admin fee / account holder | $14,775 | $6,053+144.1% | $9,309+58.7% | $5,306+178.4% |