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 | $248,200 | $109,881+125.9% | $150,045+65.4% | $84,808+192.7% |
| Participation rate | 83.8% | 76.1%+7.7pp | 82.3%+1.5pp | 68.3%+15.5pp |
| Annual return | 17.96% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $5,670 | $3,561+59.2% | $4,693+20.8% | $2,631+115.5% |
| Participant deferral / active EE | $13,450 | $6,636+102.7% | $7,997+68.2% | $4,212+219.4% |
| Admin fee / account holder | $17,321 | $8,568+102.2% | $13,435+28.9% | $7,344+135.9% |