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 | $214,282 | $95,416+124.6% | $185,823+15.3% | $85,850+149.6% |
| Participation rate | 95.7% | 68.8%+26.9pp | 81.7%+14.0pp | 69.3%+26.3pp |
| Annual return | 12.40% | 23.59%-11.2pp | 122.05%-109.7pp | 318.53%-306.1pp |
| Employer contribution / active EE | $7,318 | $3,314+120.9% | $5,167+41.6% | $2,565+185.3% |
| Participant deferral / active EE | $5,246 | $3,423+53.2% | $5,568-5.8% | $3,952+32.8% |
| Admin fee / account holder | $1,116 | $7,213-84.5% | $16,237-93.1% | $6,260-82.2% |