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 | $241,861 | $89,753+169.5% | $107,525+124.9% | $84,808+185.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.57% | 29.48%-15.9pp | 181.32%-167.8pp | 40.90%-27.3pp |
| Employer contribution / active EE | $3,792 | $3,113+21.8% | $3,754+1.0% | $2,631+44.1% |
| Participant deferral / active EE | $8,464 | $4,056+108.7% | $5,116+65.4% | $4,212+101.0% |
| Admin fee / account holder | $31,764 | $7,222+339.8% | $8,919+256.2% | $7,344+332.5% |