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 | $236,137 | $70,428+235.3% | $96,562+144.5% | $85,850+175.1% |
| Participation rate | 76.9% | 61.8%+15.1pp | 69.8%+7.1pp | 69.3%+7.6pp |
| Annual return | 19.52% | 18.59%+0.9pp | 37.78%-18.3pp | 318.53%-299.0pp |
| Employer contribution / active EE | $2,450 | $1,413+73.4% | $2,356+4.0% | $2,565-4.5% |
| Participant deferral / active EE | $3,241 | $2,894+12.0% | $3,849-15.8% | $3,952-18.0% |
| Admin fee / account holder | $12,135 | $4,997+142.9% | $6,181+96.3% | $6,260+93.9% |