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 | $217,596 | $89,753+142.4% | $107,525+102.4% | $84,808+156.6% |
| Participation rate | 90.6% | 68.1%+22.6pp | 75.1%+15.6pp | 68.3%+22.3pp |
| Annual return | 13.66% | 29.48%-15.8pp | 181.32%-167.7pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,773 | $3,113-10.9% | $3,754-26.1% | $2,631+5.4% |
| Participant deferral / active EE | $11,086 | $4,056+173.3% | $5,116+116.7% | $4,212+163.2% |
| Admin fee / account holder | $50,957 | $7,222+605.6% | $8,919+471.3% | $7,344+593.9% |