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 | $233,221 | $71,050+228.2% | $93,606+149.2% | $80,856+188.4% |
| Participation rate | 96.2% | 60.4%+35.7pp | 68.7%+27.4pp | 67.6%+28.5pp |
| Annual return | 12.28% | 11.26%+1.0pp | 133.20%-120.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $4,150 | $1,564+165.4% | $2,420+71.5% | $2,755+50.6% |
| Participant deferral / active EE | $6,785 | $4,034+68.2% | $4,411+53.8% | $4,296+57.9% |
| Admin fee / account holder | $34,263 | $6,945+393.4% | $8,285+313.5% | $6,918+395.3% |