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 | $224,574 | $77,899+188.3% | $149,673+50.0% | $75,163+198.8% |
| Participation rate | 83.9% | 65.6%+18.3pp | 78.8%+5.2pp | 67.2%+16.7pp |
| Annual return | 15.00% | 31.72%-16.7pp | 134.42%-119.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $9,770 | $3,137+211.4% | $4,818+102.8% | $2,670+265.9% |
| Participant deferral / active EE | $2,770 | $3,411-18.8% | $5,680-51.2% | $4,125-32.8% |
| Admin fee / account holder | $1,275 | $5,956-78.6% | $13,210-90.4% | $5,651-77.4% |