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 | $233,190 | $50,082+365.6% | $93,406+149.7% | $79,858+192.0% |
| Participation rate | 97.1% | 60.9%+36.1pp | 66.8%+30.2pp | 69.6%+27.4pp |
| Annual return | 16.18% | 24.59%-8.4pp | 78.05%-61.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $4,143 | $1,303+217.9% | $2,075+99.6% | $2,471+67.7% |
| Participant deferral / active EE | $4,935 | $2,212+123.1% | $3,126+57.9% | $3,740+32.0% |
| Admin fee / account holder | $9,346 | $3,454+170.6% | $5,230+78.7% | $5,306+76.1% |