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 | $194,022 | $80,968+139.6% | $96,544+101.0% | $75,163+158.1% |
| Participation rate | 87.1% | 71.8%+15.3pp | 76.0%+11.1pp | 67.2%+19.9pp |
| Annual return | 14.67% | 27.06%-12.4pp | 25.84%-11.2pp | 160.62%-146.0pp |
| Employer contribution / active EE | $4,945 | $2,282+116.7% | $2,965+66.8% | $2,670+85.2% |
| Participant deferral / active EE | $10,509 | $3,928+167.5% | $4,851+116.6% | $4,125+154.8% |
| Admin fee / account holder | $20,245 | $6,724+201.1% | $8,252+145.3% | $5,651+258.3% |