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 | $81,248+175.3% | $155,509+43.8% | $80,856+176.7% |
| Participation rate | 97.1% | 66.2%+30.9pp | 78.2%+19.0pp | 67.6%+29.5pp |
| Annual return | 16.37% | 33.31%-16.9pp | 64.67%-48.3pp | 35.59%-19.2pp |
| Employer contribution / active EE | $8,911 | $3,100+187.4% | $4,672+90.7% | $2,755+223.5% |
| Participant deferral / active EE | $4,442 | $3,452+28.7% | $5,626-21.1% | $4,296+3.4% |
| Admin fee / account holder | $95,514 | $7,997+1094.3% | $15,912+500.3% | $6,918+1280.7% |