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 | $201,825 | $77,634+160.0% | $156,549+28.9% | $62,891+220.9% |
| Participation rate | 94.6% | 71.2%+23.4pp | 84.0%+10.6pp | 69.3%+25.3pp |
| Annual return | 7.54% | 50.32%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $8,772 | $3,444+154.7% | $5,501+59.5% | $2,281+284.6% |
| Participant deferral / active EE | $9,075 | $3,045+198.0% | $4,871+86.3% | $3,203+183.3% |
| Admin fee / account holder | $5,403 | $5,561-2.8% | $13,027-58.5% | $4,296+25.8% |