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 | $222,895 | $77,634+187.1% | $156,549+42.4% | $62,891+254.4% |
| Participation rate | 97.3% | 71.2%+26.1pp | 84.0%+13.3pp | 69.3%+28.0pp |
| Annual return | 7.93% | 50.32%-42.4pp | 32.23%-24.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $7,071 | $3,444+105.3% | $5,501+28.5% | $2,281+210.0% |
| Participant deferral / active EE | $2,792 | $3,045-8.3% | $4,871-42.7% | $3,203-12.8% |
| Admin fee / account holder | $6,222 | $5,561+11.9% | $13,027-52.2% | $4,296+44.8% |