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 | $197,529 | $85,766+130.3% | $136,294+44.9% | $70,131+181.7% |
| Participation rate | 93.1% | 74.2%+18.9pp | 81.9%+11.2pp | 69.5%+23.6pp |
| Annual return | 15.33% | 31.45%-16.1pp | 5155.94%-5140.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $5,665 | $2,966+91.0% | $4,695+20.6% | $2,342+141.8% |
| Participant deferral / active EE | $10,359 | $5,051+105.1% | $6,247+65.8% | $3,332+210.9% |
| Admin fee / account holder | $961 | $5,420-82.3% | $9,243-89.6% | $4,645-79.3% |