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 | $225,277 | $89,753+151.0% | $107,525+109.5% | $84,808+165.6% |
| Participation rate | 92.9% | 68.1%+24.8pp | 75.1%+17.8pp | 68.3%+24.5pp |
| Annual return | 19.69% | 29.48%-9.8pp | 181.32%-161.6pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,368 | $3,113-23.9% | $3,754-36.9% | $2,631-10.0% |
| Participant deferral / active EE | $5,549 | $4,056+36.8% | $5,116+8.5% | $4,212+31.8% |
| Admin fee / account holder | $10,399 | $7,222+44.0% | $8,919+16.6% | $7,344+41.6% |