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 | $235,785 | $81,248+190.2% | $155,509+51.6% | $80,856+191.6% |
| Participation rate | 90.3% | 66.2%+24.1pp | 78.2%+12.1pp | 67.6%+22.7pp |
| Annual return | 10.68% | 33.31%-22.6pp | 64.67%-54.0pp | 35.59%-24.9pp |
| Employer contribution / active EE | $8,787 | $3,100+183.4% | $4,672+88.1% | $2,755+219.0% |
| Participant deferral / active EE | $7,143 | $3,452+106.9% | $5,626+27.0% | $4,296+66.3% |
| Admin fee / account holder | $53,553 | $7,997+569.6% | $15,912+236.6% | $6,918+674.1% |