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 | $226,118 | $56,053+303.4% | $75,972+197.6% | $80,856+179.7% |
| Participation rate | 75.0% | 62.0%+13.0pp | 69.1%+5.9pp | 67.6%+7.4pp |
| Annual return | 15.92% | 20.53%-4.6pp | 359.55%-343.6pp | 35.59%-19.7pp |
| Employer contribution / active EE | $3,437 | $1,874+83.4% | $2,685+28.0% | $2,755+24.8% |
| Participant deferral / active EE | $8,088 | $3,052+165.0% | $4,255+90.1% | $4,296+88.3% |
| Admin fee / account holder | $10,448 | $5,234+99.6% | $6,467+61.6% | $6,918+51.0% |