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 | $218,358 | $77,899+180.3% | $149,673+45.9% | $75,163+190.5% |
| Participation rate | 93.9% | 65.6%+28.4pp | 78.8%+15.2pp | 67.2%+26.7pp |
| Annual return | 22.08% | 31.72%-9.6pp | 134.42%-112.3pp | 160.62%-138.5pp |
| Employer contribution / active EE | $10,228 | $3,137+226.0% | $4,818+112.3% | $2,670+283.1% |
| Participant deferral / active EE | $7,059 | $3,411+106.9% | $5,680+24.3% | $4,125+71.1% |
| Admin fee / account holder | $2,194 | $5,956-63.2% | $13,210-83.4% | $5,651-61.2% |