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 | $207,272 | $77,899+166.1% | $149,673+38.5% | $75,163+175.8% |
| Participation rate | 78.0% | 65.6%+12.5pp | 78.8%-0.7pp | 67.2%+10.9pp |
| Annual return | 18.81% | 31.72%-12.9pp | 134.42%-115.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $7,597 | $3,137+142.1% | $4,818+57.7% | $2,670+184.5% |
| Participant deferral / active EE | $4,921 | $3,411+44.3% | $5,680-13.4% | $4,125+19.3% |
| Admin fee / account holder | $1,210 | $5,956-79.7% | $13,210-90.8% | $5,651-78.6% |