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 | $223,691 | $81,233+175.4% | $155,567+43.8% | $80,874+176.6% |
| Participation rate | 97.1% | 66.2%+30.9pp | 78.2%+18.9pp | 67.6%+29.5pp |
| Annual return | 16.37% | 33.33%-17.0pp | 64.74%-48.4pp | 35.62%-19.3pp |
| Employer contribution / active EE | $8,911 | $3,101+187.4% | $4,674+90.7% | $2,756+223.4% |
| Participant deferral / active EE | $4,442 | $3,452+28.7% | $5,628-21.1% | $4,297+3.4% |
| Admin fee / account holder | $95,514 | $7,998+1094.3% | $15,916+500.1% | $6,935+1277.2% |