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 | $200,594 | $89,355+124.5% | $141,162+42.1% | $72,985+174.8% |
| Participation rate | 87.5% | 75.1%+12.4pp | 82.5%+5.0pp | 69.5%+18.0pp |
| Annual return | 21.32% | 111.85%-90.5pp | 71.39%-50.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,353 | $3,114-56.6% | $4,735-71.4% | $2,440-44.6% |
| Participant deferral / active EE | $8,404 | $5,418+55.1% | $6,709+25.3% | $3,607+133.0% |
| Admin fee / account holder | $25,216 | $5,958+323.2% | $10,261+145.7% | $5,124+392.1% |