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 | $210,059 | $77,813+170.0% | $123,544+70.0% | $64,186+227.3% |
| Participation rate | 97.7% | 74.7%+23.0pp | 82.3%+15.4pp | 69.6%+28.2pp |
| Annual return | -4.52% | 12.48%-17.0pp | 119.20%-123.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $6,674 | $3,014+121.4% | $4,628+44.2% | $2,381+180.3% |
| Participant deferral / active EE | $8,557 | $5,240+63.3% | $6,426+33.2% | $3,470+146.6% |
| Admin fee / account holder | $23,477 | $5,519+325.4% | $9,284+152.9% | $4,888+380.3% |