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 | $212,596 | $98,750+115.3% | $149,696+42.0% | $79,858+166.2% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+23.0pp |
| Annual return | 17.52% | 27.43%-9.9pp | 276.60%-259.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $2,495 | $3,216-22.4% | $4,644-46.3% | $2,471+1.0% |
| Participant deferral / active EE | $9,321 | $5,680+64.1% | $6,842+36.2% | $3,740+149.2% |
| Admin fee / account holder | $51,314 | $6,053+747.8% | $9,309+451.3% | $5,306+867.1% |