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 | $198,022 | $77,899+154.2% | $149,673+32.3% | $75,163+163.5% |
| Participation rate | 94.2% | 65.6%+28.7pp | 78.8%+15.5pp | 67.2%+27.0pp |
| Annual return | 14.96% | 31.72%-16.8pp | 134.42%-119.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $4,356 | $3,137+38.9% | $4,818-9.6% | $2,670+63.2% |
| Participant deferral / active EE | $5,440 | $3,411+59.5% | $5,680-4.2% | $4,125+31.9% |
| Admin fee / account holder | $9,478 | $5,956+59.1% | $13,210-28.3% | $5,651+67.7% |