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 | $228,048 | $68,547+232.7% | $120,354+89.5% | $80,856+182.0% |
| Participation rate | 83.9% | 61.6%+22.3pp | 71.9%+12.0pp | 67.6%+16.2pp |
| Annual return | 18.27% | 23.60%-5.3pp | 107.15%-88.9pp | 35.59%-17.3pp |
| Employer contribution / active EE | $5,961 | $2,051+190.6% | $3,463+72.2% | $2,755+116.4% |
| Participant deferral / active EE | $14,194 | $3,173+347.3% | $4,991+184.4% | $4,296+230.4% |
| Admin fee / account holder | $15,074 | $5,732+163.0% | $9,423+60.0% | $6,918+117.9% |