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 | $213,659 | $22,587+846.0% | $65,255+227.4% | $75,163+184.3% |
| Participation rate | 89.7% | 63.1%+26.7pp | 65.0%+24.8pp | 67.2%+22.6pp |
| Annual return | 16.02% | 71.03%-55.0pp | 47.35%-31.3pp | 160.62%-144.6pp |
| Employer contribution / active EE | $4,355 | $941+363.0% | $1,691+157.5% | $2,670+63.1% |
| Participant deferral / active EE | $5,946 | $1,695+250.7% | $2,831+110.0% | $4,125+44.1% |
| Admin fee / account holder | $346 | $1,876-81.5% | $4,112-91.6% | $5,651-93.9% |