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 | $249,070 | $87,733+183.9% | $106,548+133.8% | $85,850+190.1% |
| Participation rate | 75.4% | 71.9%+3.5pp | 76.1%-0.7pp | 69.3%+6.1pp |
| Annual return | 13.92% | 21.86%-7.9pp | 26.80%-12.9pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,786 | $2,073+34.4% | $2,819-1.2% | $2,565+8.6% |
| Participant deferral / active EE | $8,667 | $3,469+149.8% | $4,398+97.1% | $3,952+119.3% |
| Admin fee / account holder | $30,028 | $6,767+343.7% | $7,407+305.4% | $6,260+379.7% |