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 | $236,839 | $89,355+165.1% | $141,162+67.8% | $72,985+224.5% |
| Participation rate | 71.4% | 75.1%-3.7pp | 82.5%-11.0pp | 69.5%+1.9pp |
| Annual return | 21.66% | 111.85%-90.2pp | 71.39%-49.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $3,410 | $3,114+9.5% | $4,735-28.0% | $2,440+39.8% |
| Participant deferral / active EE | $8,511 | $5,418+57.1% | $6,709+26.9% | $3,607+135.9% |
| Admin fee / account holder | $495 | $5,958-91.7% | $10,261-95.2% | $5,124-90.3% |