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 | $234,970 | $53,777+336.9% | $134,143+75.2% | $79,858+194.2% |
| Participation rate | 83.7% | 58.8%+25.0pp | 72.2%+11.5pp | 69.6%+14.1pp |
| Annual return | 14.75% | 19.01%-4.3pp | 36.33%-21.6pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,733 | $1,321+106.8% | $3,704-26.2% | $2,471+10.6% |
| Participant deferral / active EE | $8,614 | $2,420+255.9% | $3,499+146.2% | $3,740+130.3% |
| Admin fee / account holder | $8,240 | $3,984+106.8% | $6,684+23.3% | $5,306+55.3% |