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 | $194,407 | $71,050+173.6% | $93,606+107.7% | $80,856+140.4% |
| Participation rate | 91.0% | 60.4%+30.6pp | 68.7%+22.3pp | 67.6%+23.4pp |
| Annual return | 16.86% | 11.26%+5.6pp | 133.20%-116.3pp | 35.59%-18.7pp |
| Employer contribution / active EE | $6,017 | $1,564+284.8% | $2,420+148.7% | $2,755+118.4% |
| Participant deferral / active EE | $15,127 | $4,034+275.0% | $4,411+242.9% | $4,296+252.1% |
| Admin fee / account holder | $24,291 | $6,945+249.8% | $8,285+193.2% | $6,918+251.1% |