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 | $217,995 | $76,552+184.8% | $123,892+76.0% | $62,891+246.6% |
| Participation rate | 97.0% | 73.0%+24.0pp | 81.4%+15.6pp | 69.3%+27.7pp |
| Annual return | 6.79% | 18.68%-11.9pp | 47.52%-40.7pp | 20.14%-13.4pp |
| Employer contribution / active EE | $4,506 | $2,883+56.3% | $4,617-2.4% | $2,281+97.6% |
| Participant deferral / active EE | $9,594 | $4,840+98.2% | $5,984+60.3% | $3,203+199.6% |
| Admin fee / account holder | $6,421 | $4,826+33.1% | $8,357-23.2% | $4,296+49.5% |