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 | $137,663 | $48,795+182.1% | $65,493+110.2% | $84,808+62.3% |
| Participation rate | 90.6% | 67.0%+23.6pp | 73.1%+17.5pp | 68.3%+22.3pp |
| Annual return | 19.78% | 20.20%-0.4pp | 982.45%-962.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $6,773 | $1,930+251.0% | $2,574+163.1% | $2,631+157.4% |
| Participant deferral / active EE | $4,303 | $2,928+46.9% | $3,961+8.6% | $4,212+2.2% |
| Admin fee / account holder | $12,885 | $3,877+232.3% | $5,028+156.3% | $7,344+75.5% |