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 | $224,380 | $65,041+245.0% | $90,951+146.7% | $79,858+181.0% |
| Participation rate | 84.6% | 61.6%+23.0pp | 69.0%+15.6pp | 69.6%+15.0pp |
| Annual return | 18.53% | 30.45%-11.9pp | 134.60%-116.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $4,002 | $1,247+220.9% | $2,122+88.6% | $2,471+62.0% |
| Participant deferral / active EE | $6,690 | $2,512+166.3% | $3,373+98.3% | $3,740+78.9% |
| Admin fee / account holder | $3,759 | $4,536-17.1% | $5,959-36.9% | $5,306-29.2% |