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 | $228,042 | $60,892+274.5% | $82,389+176.8% | $84,808+168.9% |
| Participation rate | 84.0% | 63.3%+20.7pp | 69.5%+14.5pp | 68.3%+15.7pp |
| Annual return | 19.99% | 37.29%-17.3pp | 28.67%-8.7pp | 40.90%-20.9pp |
| Employer contribution / active EE | $8,048 | $1,779+352.3% | $2,517+219.7% | $2,631+205.9% |
| Participant deferral / active EE | $16,251 | $3,179+411.2% | $4,155+291.2% | $4,212+285.9% |
| Admin fee / account holder | $13,020 | $5,467+138.1% | $7,231+80.1% | $7,344+77.3% |