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 | $230,093 | $78,422+193.4% | $95,952+139.8% | $79,858+188.1% |
| Participation rate | 97.1% | 73.5%+23.7pp | 77.1%+20.1pp | 69.6%+27.5pp |
| Annual return | 12.20% | 19.37%-7.2pp | 91.61%-79.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,574 | $1,945-19.1% | $2,541-38.1% | $2,471-36.3% |
| Participant deferral / active EE | $7,224 | $3,440+110.0% | $4,167+73.4% | $3,740+93.1% |
| Admin fee / account holder | $13,378 | $5,622+137.9% | $6,795+96.9% | $5,306+152.1% |