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 | $200,013 | $103,966+92.4% | $112,887+77.2% | $75,163+166.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 14.97% | 24.54%-9.6pp | 34.10%-19.1pp | 160.62%-145.6pp |
| Employer contribution / active EE | $7,658 | $3,870+97.9% | $4,563+67.8% | $2,670+186.8% |
| Participant deferral / active EE | $5,251 | $5,456-3.8% | $6,513-19.4% | $4,125+27.3% |
| Admin fee / account holder | $11,407 | $7,663+48.9% | $7,047+61.9% | $5,651+101.9% |