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 | $223,584 | $93,571+138.9% | $135,903+64.5% | $75,163+197.5% |
| Participation rate | 89.4% | 75.2%+14.2pp | 81.9%+7.5pp | 67.2%+22.2pp |
| Annual return | 16.39% | 30.90%-14.5pp | 68.23%-51.8pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,982 | $3,537-44.0% | $4,856-59.2% | $2,670-25.8% |
| Participant deferral / active EE | $15,096 | $6,404+135.7% | $7,758+94.6% | $4,125+266.0% |
| Admin fee / account holder | $1,700 | $6,975-75.6% | $10,762-84.2% | $5,651-69.9% |