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 | $220,470 | $101,724+116.7% | $164,813+33.8% | $80,856+172.7% |
| Participation rate | 80.4% | 71.8%+8.6pp | 78.6%+1.8pp | 67.6%+12.8pp |
| Annual return | 14.86% | 16.72%-1.9pp | 69.93%-55.1pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,108 | $2,953-28.6% | $4,341-51.4% | $2,755-23.5% |
| Participant deferral / active EE | $16,470 | $4,477+267.9% | $6,031+173.1% | $4,296+283.4% |
| Admin fee / account holder | $73,486 | $8,227+793.2% | $12,690+479.1% | $6,918+962.2% |