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 | $223,954 | $80,717+177.5% | $154,803+44.7% | $84,808+164.1% |
| Participation rate | 95.0% | 66.8%+28.2pp | 78.1%+16.9pp | 68.3%+26.7pp |
| Annual return | 14.47% | 37.96%-23.5pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $4,641 | $2,761+68.1% | $4,305+7.8% | $2,631+76.4% |
| Participant deferral / active EE | $6,906 | $3,303+109.1% | $5,540+24.7% | $4,212+64.0% |
| Admin fee / account holder | $57,927 | $6,746+758.7% | $14,329+304.3% | $7,344+688.8% |