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 | $233,448 | $59,839+290.1% | $81,983+184.8% | $79,858+192.3% |
| Participation rate | 96.4% | 61.6%+34.8pp | 69.2%+27.2pp | 69.6%+26.8pp |
| Annual return | 16.11% | 17.56%-1.4pp | 41.31%-25.2pp | 31.71%-15.6pp |
| Employer contribution / active EE | $4,302 | $1,713+151.0% | $2,498+72.2% | $2,471+74.1% |
| Participant deferral / active EE | $3,681 | $2,695+36.6% | $3,722-1.1% | $3,740-1.6% |
| Admin fee / account holder | $15,451 | $4,287+260.4% | $5,664+172.8% | $5,306+191.2% |