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 | $212,148 | $101,724+108.6% | $164,813+28.7% | $80,856+162.4% |
| Participation rate | 88.5% | 71.8%+16.6pp | 78.6%+9.9pp | 67.6%+20.8pp |
| Annual return | 15.19% | 16.72%-1.5pp | 69.93%-54.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $4,840 | $2,953+63.9% | $4,341+11.5% | $2,755+75.7% |
| Participant deferral / active EE | $11,587 | $4,477+158.8% | $6,031+92.1% | $4,296+169.7% |
| Admin fee / account holder | $6,571 | $8,227-20.1% | $12,690-48.2% | $6,918-5.0% |