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 | $205,323 | $77,899+163.6% | $149,673+37.2% | $75,163+173.2% |
| Participation rate | 92.9% | 65.6%+27.3pp | 78.8%+14.1pp | 67.2%+25.7pp |
| Annual return | 16.57% | 31.72%-15.2pp | 134.42%-117.8pp | 160.62%-144.1pp |
| Employer contribution / active EE | $7,246 | $3,137+130.9% | $4,818+50.4% | $2,670+171.4% |
| Participant deferral / active EE | $6,092 | $3,411+78.6% | $5,680+7.3% | $4,125+47.7% |
| Admin fee / account holder | $1,315 | $5,956-77.9% | $13,210-90.0% | $5,651-76.7% |