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 | $229,494 | $70,428+225.9% | $96,562+137.7% | $85,850+167.3% |
| Participation rate | 98.2% | 61.8%+36.4pp | 69.8%+28.4pp | 69.3%+28.9pp |
| Annual return | 11.43% | 18.59%-7.2pp | 37.78%-26.4pp | 318.53%-307.1pp |
| Employer contribution / active EE | $6,031 | $1,413+326.8% | $2,356+155.9% | $2,565+135.1% |
| Participant deferral / active EE | $9,748 | $2,894+236.9% | $3,849+153.3% | $3,952+146.7% |
| Admin fee / account holder | $7,499 | $4,997+50.1% | $6,181+21.3% | $6,260+19.8% |