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 | $212,052 | $98,750+114.7% | $149,696+41.7% | $79,858+165.5% |
| Participation rate | 92.5% | 75.8%+16.7pp | 82.5%+10.0pp | 69.6%+22.9pp |
| Annual return | 19.24% | 27.43%-8.2pp | 276.60%-257.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $5,000 | $3,216+55.5% | $4,644+7.7% | $2,471+102.4% |
| Participant deferral / active EE | $9,018 | $5,680+58.8% | $6,842+31.8% | $3,740+141.1% |
| Admin fee / account holder | $5,022 | $6,053-17.0% | $9,309-46.0% | $5,306-5.4% |