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 | $189,126 | $72,071+162.4% | $68,368+176.6% | $137,256+37.8% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 13.26% | 353.14%-339.9pp | 292.57%-279.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $4,694 | $2,788+68.4% | $2,649+77.2% | $4,156+12.9% |
| Participant deferral / active EE | $10,118 | $4,410+129.4% | $4,123+145.4% | $6,407+57.9% |
| Admin fee / account holder | $10,740 | $5,336+101.3% | $5,150+108.6% | $12,270-12.5% |