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 | $226,265 | $58,208+288.7% | $81,812+176.6% | $80,856+179.8% |
| Participation rate | 96.9% | 63.4%+33.5pp | 72.3%+24.5pp | 67.6%+29.2pp |
| Annual return | 16.92% | 41.66%-24.7pp | 773.79%-756.9pp | 35.59%-18.7pp |
| Employer contribution / active EE | $3,459 | $2,340+47.8% | $2,912+18.8% | $2,755+25.6% |
| Participant deferral / active EE | $8,199 | $3,281+149.9% | $4,319+89.9% | $4,296+90.9% |
| Admin fee / account holder | $11,477 | $4,981+130.4% | $7,386+55.4% | $6,918+65.9% |