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 | $239,898 | $80,968+196.3% | $96,544+148.5% | $75,163+219.2% |
| Participation rate | 97.3% | 71.8%+25.5pp | 76.0%+21.3pp | 67.2%+30.1pp |
| Annual return | 13.99% | 27.06%-13.1pp | 25.84%-11.9pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,622 | $2,282-28.9% | $2,965-45.3% | $2,670-39.3% |
| Participant deferral / active EE | $6,959 | $3,928+77.2% | $4,851+43.5% | $4,125+68.7% |
| Admin fee / account holder | $3,406 | $6,724-49.4% | $8,252-58.7% | $5,651-39.7% |