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 | $219,440 | $98,750+122.2% | $149,696+46.6% | $79,858+174.8% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.5%+15.7pp | 69.6%+28.6pp |
| Annual return | 24.28% | 27.43%-3.1pp | 276.60%-252.3pp | 31.71%-7.4pp |
| Employer contribution / active EE | $3,690 | $3,216+14.7% | $4,644-20.6% | $2,471+49.3% |
| Participant deferral / active EE | $14,464 | $5,680+154.6% | $6,842+111.4% | $3,740+286.7% |
| Admin fee / account holder | $14,819 | $6,053+144.8% | $9,309+59.2% | $5,306+179.3% |