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 | $58,627+289.0% | $76,735+197.2% | $82,448+176.6% |
| Participation rate | 84.0% | 63.2%+20.8pp | 69.5%+14.5pp | 68.1%+15.9pp |
| Annual return | 19.99% | 39.10%-19.1pp | 29.77%-9.8pp | 41.64%-21.6pp |
| Employer contribution / active EE | $8,048 | $1,729+365.4% | $2,454+227.9% | $2,551+215.5% |
| Participant deferral / active EE | $16,251 | $3,134+418.6% | $4,088+297.5% | $4,139+292.6% |
| Admin fee / account holder | $13,020 | $5,323+144.6% | $7,189+81.1% | $7,234+80.0% |