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 | $216,760 | $98,750+119.5% | $149,696+44.8% | $79,858+171.4% |
| Participation rate | 87.3% | 75.8%+11.5pp | 82.5%+4.8pp | 69.6%+17.6pp |
| Annual return | 13.84% | 27.43%-13.6pp | 276.60%-262.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,307 | $3,216-59.4% | $4,644-71.8% | $2,471-47.1% |
| Participant deferral / active EE | $12,415 | $5,680+118.6% | $6,842+81.5% | $3,740+232.0% |
| Admin fee / account holder | $14,652 | $6,053+142.1% | $9,309+57.4% | $5,306+176.1% |