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 | $198,302 | $48,795+306.4% | $65,493+202.8% | $84,808+133.8% |
| Participation rate | 88.9% | 67.0%+21.9pp | 73.1%+15.8pp | 68.3%+20.6pp |
| Annual return | 16.87% | 20.20%-3.3pp | 982.45%-965.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $7,913 | $1,930+310.1% | $2,574+207.4% | $2,631+200.8% |
| Participant deferral / active EE | $8,800 | $2,928+200.5% | $3,961+122.2% | $4,212+108.9% |
| Admin fee / account holder | $8,877 | $3,877+129.0% | $5,028+76.5% | $7,344+20.9% |