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 | $198,647 | $77,314+156.9% | $177,989+11.6% | $80,856+145.7% |
| Participation rate | 97.1% | 65.7%+31.4pp | 77.1%+20.0pp | 67.6%+29.4pp |
| Annual return | 11.68% | 18.09%-6.4pp | 294.48%-282.8pp | 35.59%-23.9pp |
| Employer contribution / active EE | $3,764 | $2,292+64.2% | $3,949-4.7% | $2,755+36.6% |
| Participant deferral / active EE | $9,172 | $4,411+108.0% | $6,276+46.1% | $4,296+113.5% |
| Admin fee / account holder | $29,959 | $7,191+316.6% | $10,363+189.1% | $6,918+333.1% |