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 | $224,306 | $78,672+185.1% | $109,143+105.5% | $85,850+161.3% |
| Participation rate | 92.3% | 68.3%+24.0pp | 75.9%+16.4pp | 69.3%+23.0pp |
| Annual return | 16.89% | 25.09%-8.2pp | 25.75%-8.9pp | 318.53%-301.6pp |
| Employer contribution / active EE | $1,627 | $2,735-40.5% | $3,722-56.3% | $2,565-36.6% |
| Participant deferral / active EE | $10,881 | $3,467+213.8% | $4,653+133.8% | $3,952+175.4% |
| Admin fee / account holder | $36,005 | $5,469+558.3% | $6,752+433.2% | $6,260+475.2% |