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 | $201,511 | $93,170+116.3% | $100,534+100.4% | $84,808+137.6% |
| Participation rate | 94.4% | 75.8%+18.6pp | 80.6%+13.8pp | 68.3%+26.1pp |
| Annual return | 15.32% | 47.13%-31.8pp | 32.66%-17.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $6,452 | $3,985+61.9% | $4,346+48.4% | $2,631+145.2% |
| Participant deferral / active EE | $8,489 | $5,699+49.0% | $6,144+38.2% | $4,212+101.6% |
| Admin fee / account holder | $10,413 | $7,382+41.1% | $7,654+36.0% | $7,344+41.8% |