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 | $120,570 | $48,795+147.1% | $65,493+84.1% | $84,808+42.2% |
| Participation rate | 93.1% | 67.0%+26.1pp | 73.1%+20.0pp | 68.3%+24.8pp |
| Annual return | 24.67% | 20.20%+4.5pp | 982.45%-957.8pp | 40.90%-16.2pp |
| Employer contribution / active EE | $4,312 | $1,930+123.5% | $2,574+67.5% | $2,631+63.9% |
| Participant deferral / active EE | $6,784 | $2,928+131.7% | $3,961+71.3% | $4,212+61.1% |
| Admin fee / account holder | $12,053 | $3,877+210.9% | $5,028+139.7% | $7,344+64.1% |