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 | $230,810 | $77,899+196.3% | $149,673+54.2% | $75,163+207.1% |
| Participation rate | 91.3% | 65.6%+25.7pp | 78.8%+12.5pp | 67.2%+24.1pp |
| Annual return | 15.93% | 31.72%-15.8pp | 134.42%-118.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $8,231 | $3,137+162.4% | $4,818+70.9% | $2,670+208.3% |
| Participant deferral / active EE | $6,978 | $3,411+104.6% | $5,680+22.8% | $4,125+69.2% |
| Admin fee / account holder | $6,422 | $5,956+7.8% | $13,210-51.4% | $5,651+13.6% |