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 | $236,577 | $96,635+144.8% | $86,612+173.1% | $139,434+69.7% |
| Participation rate | 92.3% | 74.4%+17.9pp | 71.7%+20.6pp | 80.3%+12.0pp |
| Annual return | 18.09% | 106.41%-88.3pp | 591.07%-573.0pp | 372.94%-354.8pp |
| Employer contribution / active EE | $9,245 | $3,263+183.3% | $3,022+205.9% | $4,751+94.6% |
| Participant deferral / active EE | $7,648 | $4,836+58.2% | $4,438+72.4% | $6,710+14.0% |
| Admin fee / account holder | $17,631 | $6,408+175.2% | $5,614+214.0% | $11,403+54.6% |