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 | $203,680 | $80,968+151.6% | $96,544+111.0% | $75,163+171.0% |
| Participation rate | 94.3% | 71.8%+22.6pp | 76.0%+18.4pp | 67.2%+27.1pp |
| Annual return | 14.25% | 27.06%-12.8pp | 25.84%-11.6pp | 160.62%-146.4pp |
| Employer contribution / active EE | $6,961 | $2,282+205.1% | $2,965+134.8% | $2,670+160.7% |
| Participant deferral / active EE | $5,394 | $3,928+37.3% | $4,851+11.2% | $4,125+30.7% |
| Admin fee / account holder | $18,024 | $6,724+168.0% | $8,252+118.4% | $5,651+219.0% |