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 | $221,245 | $109,881+101.4% | $150,045+47.5% | $84,808+160.9% |
| Participation rate | 92.7% | 76.1%+16.6pp | 82.3%+10.4pp | 68.3%+24.4pp |
| Annual return | 15.98% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,696 | $3,561-52.4% | $4,693-63.9% | $2,631-35.6% |
| Participant deferral / active EE | $10,449 | $6,636+57.5% | $7,997+30.7% | $4,212+148.1% |
| Admin fee / account holder | $26,395 | $8,568+208.1% | $13,435+96.5% | $7,344+259.4% |