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 | $235,978 | $81,248+190.4% | $155,509+51.7% | $80,856+191.8% |
| Participation rate | 94.1% | 66.2%+27.9pp | 78.2%+15.9pp | 67.6%+26.5pp |
| Annual return | 14.91% | 33.31%-18.4pp | 64.67%-49.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $15,207 | $3,100+390.5% | $4,672+225.5% | $2,755+452.0% |
| Participant deferral / active EE | $8,600 | $3,452+149.2% | $5,626+52.9% | $4,296+100.2% |
| Admin fee / account holder | $17,387 | $7,997+117.4% | $15,912+9.3% | $6,918+151.3% |