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 | $203,614 | $45,312+349.4% | $86,233+136.1% | $67,986+199.5% |
| Participation rate | 95.4% | 42.4%+52.9pp | 69.0%+26.4pp | 57.2%+38.2pp |
| Annual return | 16.97% | 24.79%-7.8pp | 61.39%-44.4pp | 31.67%-14.7pp |
| Employer contribution / active EE | $3,114 | $1,160+168.5% | $2,504+24.3% | $2,019+54.3% |
| Participant deferral / active EE | $10,430 | $2,185+377.5% | $4,559+128.8% | $3,358+210.6% |
| Admin fee / account holder | $5,499 | $3,295+66.9% | $8,342-34.1% | $3,203+71.7% |