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 | $235,426 | $109,881+114.3% | $150,045+56.9% | $84,808+177.6% |
| Participation rate | 96.9% | 76.1%+20.8pp | 82.3%+14.6pp | 68.3%+28.6pp |
| Annual return | 14.17% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $7,052 | $3,561+98.0% | $4,693+50.3% | $2,631+168.0% |
| Participant deferral / active EE | $15,036 | $6,636+126.6% | $7,997+88.0% | $4,212+257.0% |
| Admin fee / account holder | $42,960 | $8,568+401.4% | $13,435+219.8% | $7,344+485.0% |