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 | $219,662 | $80,968+171.3% | $96,544+127.5% | $75,163+192.2% |
| Participation rate | 91.4% | 71.8%+19.7pp | 76.0%+15.5pp | 67.2%+24.2pp |
| Annual return | 19.04% | 27.06%-8.0pp | 25.84%-6.8pp | 160.62%-141.6pp |
| Employer contribution / active EE | $3,946 | $2,282+72.9% | $2,965+33.1% | $2,670+47.8% |
| Participant deferral / active EE | $7,702 | $3,928+96.1% | $4,851+58.8% | $4,125+86.7% |
| Admin fee / account holder | $4,899 | $6,724-27.1% | $8,252-40.6% | $5,651-13.3% |