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 | $223,163 | $60,022+271.8% | $88,946+150.9% | $84,808+163.1% |
| Participation rate | 96.0% | 57.8%+38.2pp | 68.8%+27.2pp | 68.3%+27.7pp |
| Annual return | 15.37% | 22.43%-7.1pp | 57.82%-42.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $4,759 | $1,703+179.5% | $2,555+86.3% | $2,631+80.9% |
| Participant deferral / active EE | $10,962 | $3,114+252.0% | $4,581+139.3% | $4,212+160.3% |
| Admin fee / account holder | $23,111 | $4,811+380.4% | $8,261+179.8% | $7,344+214.7% |