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 | $231,771 | $89,753+158.2% | $107,525+115.6% | $84,808+173.3% |
| Participation rate | 87.1% | 68.1%+19.0pp | 75.1%+12.0pp | 68.3%+18.8pp |
| Annual return | 17.15% | 29.48%-12.3pp | 181.32%-164.2pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,475 | $3,113-20.5% | $3,754-34.1% | $2,631-5.9% |
| Participant deferral / active EE | $8,448 | $4,056+108.3% | $5,116+65.1% | $4,212+100.6% |
| Admin fee / account holder | $11,085 | $7,222+53.5% | $8,919+24.3% | $7,344+50.9% |