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 | $212,469 | $81,208+161.6% | $98,907+114.8% | $79,858+166.1% |
| Participation rate | 82.1% | 72.5%+9.6pp | 76.0%+6.1pp | 69.6%+12.5pp |
| Annual return | 15.52% | 60.99%-45.5pp | 196.43%-180.9pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,326 | $1,960+18.7% | $2,689-13.5% | $2,471-5.9% |
| Participant deferral / active EE | $4,340 | $3,265+32.9% | $4,244+2.3% | $3,740+16.0% |
| Admin fee / account holder | $30,676 | $6,013+410.2% | $6,642+361.9% | $5,306+478.1% |