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 | $241,778 | $93,571+158.4% | $135,903+77.9% | $75,163+221.7% |
| Participation rate | 98.2% | 75.2%+23.1pp | 81.9%+16.3pp | 67.2%+31.1pp |
| Annual return | 17.78% | 30.90%-13.1pp | 68.23%-50.4pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,903 | $3,537-17.9% | $4,856-40.2% | $2,670+8.7% |
| Participant deferral / active EE | $15,226 | $6,404+137.7% | $7,758+96.3% | $4,125+269.1% |
| Admin fee / account holder | $6,414 | $6,975-8.0% | $10,762-40.4% | $5,651+13.5% |