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 | $194,040 | $77,634+149.9% | $156,549+23.9% | $62,891+208.5% |
| Participation rate | 93.5% | 71.2%+22.3pp | 84.0%+9.5pp | 69.3%+24.2pp |
| Annual return | 10.27% | 50.32%-40.1pp | 32.23%-22.0pp | 20.14%-9.9pp |
| Employer contribution / active EE | $9,930 | $3,444+188.4% | $5,501+80.5% | $2,281+335.4% |
| Participant deferral / active EE | $7,107 | $3,045+133.4% | $4,871+45.9% | $3,203+121.9% |
| Admin fee / account holder | $8,719 | $5,561+56.8% | $13,027-33.1% | $4,296+103.0% |