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 | $218,692 | $91,538+138.9% | $129,995+68.2% | $75,163+191.0% |
| Participation rate | 86.0% | 71.4%+14.6pp | 78.5%+7.6pp | 67.2%+18.9pp |
| Annual return | 15.31% | -631.11%+646.4pp | -137.18%+152.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $4,911 | $2,845+72.6% | $4,320+13.7% | $2,670+83.9% |
| Participant deferral / active EE | $6,302 | $4,341+45.2% | $5,820+8.3% | $4,125+52.8% |
| Admin fee / account holder | $3,111 | $6,790-54.2% | $10,614-70.7% | $5,651-45.0% |