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 | $225,786 | $67,606+234.0% | $82,313+174.3% | $70,131+221.9% |
| Participation rate | 91.7% | 72.8%+18.9pp | 76.9%+14.8pp | 69.5%+22.1pp |
| Annual return | 15.27% | 21.57%-6.3pp | 25.88%-10.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $3,136 | $1,755+78.7% | $2,428+29.1% | $2,342+33.9% |
| Participant deferral / active EE | $7,801 | $2,987+161.2% | $3,706+110.5% | $3,332+134.1% |
| Admin fee / account holder | $30,270 | $4,512+570.9% | $5,608+439.8% | $4,645+551.6% |