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 | $206,938 | $89,355+131.6% | $141,162+46.6% | $72,985+183.5% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.5%+14.9pp | 69.5%+27.9pp |
| Annual return | 19.14% | 111.85%-92.7pp | 71.39%-52.2pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,643 | $3,114-47.3% | $4,735-65.3% | $2,440-32.7% |
| Participant deferral / active EE | $12,794 | $5,418+136.1% | $6,709+90.7% | $3,607+254.7% |
| Admin fee / account holder | $41,427 | $5,958+595.3% | $10,261+303.7% | $5,124+708.4% |