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 | $198,111 | $78,705+151.7% | $117,854+68.1% | $70,131+182.5% |
| Participation rate | 71.8% | 73.2%-1.4pp | 79.7%-7.9pp | 69.5%+2.3pp |
| Annual return | 15.43% | 23.30%-7.9pp | 335.08%-319.6pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,539 | $2,223-30.8% | $3,786-59.3% | $2,342-34.3% |
| Participant deferral / active EE | $6,525 | $3,297+97.9% | $4,482+45.6% | $3,332+95.8% |
| Admin fee / account holder | $5,636 | $5,065+11.3% | $8,020-29.7% | $4,645+21.3% |