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 | $230,774 | $49,915+362.3% | $154,803+49.1% | $74,304+210.6% |
| Participation rate | 77.3% | 54.0%+23.4pp | 78.1%-0.7pp | 60.3%+17.0pp |
| Annual return | 16.35% | 34.06%-17.7pp | 58.88%-42.5pp | 29.43%-13.1pp |
| Employer contribution / active EE | $6,277 | $1,611+289.6% | $4,305+45.8% | $2,241+180.1% |
| Participant deferral / active EE | $6,100 | $2,255+170.5% | $5,540+10.1% | $3,767+61.9% |
| Admin fee / account holder | $27,630 | $2,189+1162.2% | $14,329+92.8% | $2,969+830.7% |