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 | $229,124 | $89,355+156.4% | $141,162+62.3% | $72,985+213.9% |
| Participation rate | 75.6% | 75.1%+0.4pp | 82.5%-6.9pp | 69.5%+6.1pp |
| Annual return | 24.24% | 111.85%-87.6pp | 71.39%-47.1pp | 81.00%-56.8pp |
| Employer contribution / active EE | $2,187 | $3,114-29.8% | $4,735-53.8% | $2,440-10.4% |
| Participant deferral / active EE | $6,787 | $5,418+25.3% | $6,709+1.2% | $3,607+88.1% |
| Admin fee / account holder | $21,561 | $5,958+261.9% | $10,261+110.1% | $5,124+320.8% |