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 | $235,844 | $81,460+189.5% | $103,333+128.2% | $80,856+191.7% |
| Participation rate | 91.2% | 66.8%+24.3pp | 74.5%+16.7pp | 67.6%+23.5pp |
| Annual return | 13.93% | 25.55%-11.6pp | 24.88%-11.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $5,820 | $3,105+87.4% | $3,868+50.5% | $2,755+111.3% |
| Participant deferral / active EE | $7,727 | $3,869+99.7% | $5,057+52.8% | $4,296+79.9% |
| Admin fee / account holder | $86,591 | $6,566+1218.7% | $8,355+936.4% | $6,918+1151.7% |