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 | $205,653 | $89,355+130.2% | $141,162+45.7% | $72,985+181.8% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 23.26% | 111.85%-88.6pp | 71.39%-48.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $4,000 | $3,114+28.4% | $4,735-15.5% | $2,440+63.9% |
| Participant deferral / active EE | $4,353 | $5,418-19.7% | $6,709-35.1% | $3,607+20.7% |
| Admin fee / account holder | $1,178 | $5,958-80.2% | $10,261-88.5% | $5,124-77.0% |