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 | $198,027 | $91,190+117.2% | $178,490+10.9% | $79,858+148.0% |
| Participation rate | 89.7% | 69.2%+20.5pp | 81.9%+7.7pp | 69.6%+20.0pp |
| Annual return | 11.89% | 24.19%-12.3pp | 151.07%-139.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $8,276 | $3,256+154.2% | $5,011+65.2% | $2,471+235.0% |
| Participant deferral / active EE | $6,430 | $3,236+98.7% | $5,202+23.6% | $3,740+71.9% |
| Admin fee / account holder | $11,706 | $6,751+73.4% | $13,984-16.3% | $5,306+120.6% |