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 | $230,941 | $106,749+116.3% | $145,433+58.8% | $82,448+180.1% |
| Participation rate | 98.6% | 75.6%+22.9pp | 82.1%+16.5pp | 68.1%+30.5pp |
| Annual return | 17.04% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $747 | $3,444-78.3% | $4,554-83.6% | $2,551-70.7% |
| Participant deferral / active EE | $14,134 | $6,519+116.8% | $7,897+79.0% | $4,139+241.5% |
| Admin fee / account holder | $26,754 | $8,390+218.9% | $13,129+103.8% | $7,234+269.8% |