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 | $227,840 | $98,750+130.7% | $149,696+52.2% | $79,858+185.3% |
| Participation rate | 78.4% | 75.8%+2.7pp | 82.5%-4.0pp | 69.6%+8.8pp |
| Annual return | 17.55% | 27.43%-9.9pp | 276.60%-259.0pp | 31.71%-14.2pp |
| Employer contribution / active EE | $6,568 | $3,216+104.2% | $4,644+41.4% | $2,471+165.8% |
| Participant deferral / active EE | $6,714 | $5,680+18.2% | $6,842-1.9% | $3,740+79.5% |
| Admin fee / account holder | $32,365 | $6,053+434.7% | $9,309+247.7% | $5,306+509.9% |