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 | $232,415 | $54,705+324.8% | $71,209+226.4% | $84,808+174.0% |
| Participation rate | 78.9% | 64.1%+14.9pp | 73.8%+5.2pp | 68.3%+10.6pp |
| Annual return | 16.84% | 35.90%-19.1pp | 282.51%-265.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,836 | $2,158-14.9% | $2,721-32.5% | $2,631-30.2% |
| Participant deferral / active EE | $7,712 | $3,030+154.5% | $4,175+84.7% | $4,212+83.1% |
| Admin fee / account holder | $14,415 | $4,863+196.4% | $5,349+169.5% | $7,344+96.3% |