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 | $231,070 | $78,672+193.7% | $109,143+111.7% | $85,850+169.2% |
| Participation rate | 92.2% | 68.3%+23.9pp | 75.9%+16.3pp | 69.3%+22.8pp |
| Annual return | 12.81% | 25.09%-12.3pp | 25.75%-12.9pp | 318.53%-305.7pp |
| Employer contribution / active EE | $3,722 | $2,735+36.1% | $3,7220% | $2,565+45.1% |
| Participant deferral / active EE | $3,978 | $3,467+14.7% | $4,653-14.5% | $3,952+0.7% |
| Admin fee / account holder | $29,463 | $5,469+438.7% | $6,752+336.4% | $6,260+370.7% |