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 | $191,048 | $89,355+113.8% | $141,162+35.3% | $72,985+161.8% |
| Participation rate | 90.6% | 75.1%+15.5pp | 82.5%+8.2pp | 69.5%+21.1pp |
| Annual return | 22.88% | 111.85%-89.0pp | 71.39%-48.5pp | 81.00%-58.1pp |
| Employer contribution / active EE | $4,464 | $3,114+43.3% | $4,735-5.7% | $2,440+83.0% |
| Participant deferral / active EE | $11,895 | $5,418+119.5% | $6,709+77.3% | $3,607+229.7% |
| Admin fee / account holder | $20,558 | $5,958+245.0% | $10,261+100.3% | $5,124+301.2% |