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 | $202,409 | $89,355+126.5% | $141,162+43.4% | $72,985+177.3% |
| Participation rate | 94.1% | 75.1%+19.0pp | 82.5%+11.6pp | 69.5%+24.6pp |
| Annual return | 22.75% | 111.85%-89.1pp | 71.39%-48.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $4,794 | $3,114+53.9% | $4,735+1.2% | $2,440+96.5% |
| Participant deferral / active EE | $9,791 | $5,418+80.7% | $6,709+45.9% | $3,607+171.4% |
| Admin fee / account holder | $4,764 | $5,958-20.0% | $10,261-53.6% | $5,124-7.0% |