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 | $210,990 | $72,277+191.9% | $101,248+108.4% | $79,858+164.2% |
| Participation rate | 92.1% | 68.5%+23.6pp | 75.8%+16.3pp | 69.6%+22.5pp |
| Annual return | 20.79% | 22.30%-1.5pp | 46.47%-25.7pp | 31.71%-10.9pp |
| Employer contribution / active EE | $4,471 | $2,692+66.1% | $3,660+22.2% | $2,471+81.0% |
| Participant deferral / active EE | $6,964 | $3,282+112.2% | $4,370+59.4% | $3,740+86.2% |
| Admin fee / account holder | $16,153 | $4,400+267.1% | $5,945+171.7% | $5,306+204.4% |