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 | $231,996 | $70,606+228.6% | $53,898+330.4% | $142,382+62.9% |
| Participation rate | 76.2% | 63.7%+12.5pp | 55.0%+21.2pp | 80.1%-3.9pp |
| Annual return | 8.95% | 619.81%-610.9pp | 528.60%-519.7pp | 217.08%-208.1pp |
| Employer contribution / active EE | $1,662 | $1,202+38.2% | $932+78.3% | $4,299-61.3% |
| Participant deferral / active EE | $5,113 | $2,364+116.3% | $1,826+180.0% | $6,507-21.4% |
| Admin fee / account holder | $7,344 | $2,852+157.5% | $2,491+194.8% | $12,624-41.8% |