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 | $200,295 | $101,724+96.9% | $164,813+21.5% | $80,856+147.7% |
| Participation rate | 95.6% | 71.8%+23.7pp | 78.6%+17.0pp | 67.6%+27.9pp |
| Annual return | 12.51% | 16.72%-4.2pp | 69.93%-57.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,338 | $2,953-20.8% | $4,341-46.1% | $2,755-15.1% |
| Participant deferral / active EE | $12,704 | $4,477+183.8% | $6,031+110.6% | $4,296+195.7% |
| Admin fee / account holder | $26,045 | $8,227+216.6% | $12,690+105.2% | $6,918+276.5% |