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 | $236,608 | $72,492+226.4% | $87,100+171.6% | $72,985+224.2% |
| Participation rate | 75.6% | 72.8%+2.7pp | 76.9%-1.3pp | 69.5%+6.1pp |
| Annual return | 26.01% | 24.46%+1.6pp | 28.19%-2.2pp | 81.00%-55.0pp |
| Employer contribution / active EE | $4,236 | $1,894+123.7% | $2,521+68.0% | $2,440+73.6% |
| Participant deferral / active EE | $10,590 | $3,270+223.9% | $4,049+161.6% | $3,607+193.6% |
| Admin fee / account holder | $22,864 | $5,055+352.3% | $7,497+205.0% | $5,124+346.2% |