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 | $229,439 | $72,277+217.4% | $101,248+126.6% | $79,858+187.3% |
| Participation rate | 83.3% | 68.5%+14.9pp | 75.8%+7.5pp | 69.6%+13.7pp |
| Annual return | 11.16% | 22.30%-11.1pp | 46.47%-35.3pp | 31.71%-20.6pp |
| Employer contribution / active EE | $2,145 | $2,692-20.3% | $3,660-41.4% | $2,471-13.2% |
| Participant deferral / active EE | $6,799 | $3,282+107.2% | $4,370+55.6% | $3,740+81.8% |
| Admin fee / account holder | $62,363 | $4,400+1317.2% | $5,945+948.9% | $5,306+1075.3% |