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 | $208,194 | $96,635+115.4% | $86,612+140.4% | $139,434+49.3% |
| Participation rate | 76.9% | 74.4%+2.5pp | 71.7%+5.2pp | 80.3%-3.4pp |
| Annual return | 18.43% | 106.41%-88.0pp | 591.07%-572.6pp | 372.94%-354.5pp |
| Employer contribution / active EE | $4,280 | $3,263+31.2% | $3,022+41.6% | $4,751-9.9% |
| Participant deferral / active EE | $11,571 | $4,836+139.3% | $4,438+160.7% | $6,710+72.4% |
| Admin fee / account holder | $16,192 | $6,408+152.7% | $5,614+188.4% | $11,403+42.0% |