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 | $126,665 | $48,076+163.5% | $78,689+61.0% | $62,891+101.4% |
| Participation rate | 97.5% | 65.2%+32.3pp | 73.6%+23.9pp | 69.3%+28.2pp |
| Annual return | 8.91% | 31.35%-22.4pp | 62.18%-53.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $3,541 | $2,015+75.8% | $2,851+24.2% | $2,281+55.3% |
| Participant deferral / active EE | $8,553 | $2,588+230.5% | $3,517+143.2% | $3,203+167.0% |
| Admin fee / account holder | $24,207 | $3,207+654.7% | $4,510+436.7% | $4,296+463.5% |