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 | $216,920 | $77,634+179.4% | $156,549+38.6% | $62,891+244.9% |
| Participation rate | 97.2% | 71.2%+26.0pp | 84.0%+13.2pp | 69.3%+27.9pp |
| Annual return | 7.10% | 50.32%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $12,516 | $3,444+263.5% | $5,501+127.5% | $2,281+448.7% |
| Participant deferral / active EE | $7,645 | $3,045+151.0% | $4,871+57.0% | $3,203+138.7% |
| Admin fee / account holder | $1,977 | $5,561-64.4% | $13,027-84.8% | $4,296-54.0% |