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 | $221,715 | $88,672+150.0% | $105,223+110.7% | $82,448+168.9% |
| Participation rate | 70.2% | 67.9%+2.3pp | 75.0%-4.9pp | 68.1%+2.1pp |
| Annual return | 18.43% | 30.86%-12.4pp | 180.65%-162.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $5,112 | $3,048+67.7% | $3,689+38.6% | $2,551+100.4% |
| Participant deferral / active EE | $10,175 | $4,036+152.1% | $5,072+100.6% | $4,139+145.8% |
| Admin fee / account holder | $18,807 | $7,146+163.2% | $8,859+112.3% | $7,234+160.0% |