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 | $187,415 | $84,233+122.5% | $170,442+10.0% | $70,131+167.2% |
| Participation rate | 92.6% | 70.8%+21.8pp | 83.6%+9.0pp | 69.5%+23.1pp |
| Annual return | 16.41% | 23.06%-6.7pp | 205.93%-189.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $5,485 | $3,387+61.9% | $5,433+1.0% | $2,342+134.2% |
| Participant deferral / active EE | $3,952 | $3,086+28.1% | $4,939-20.0% | $3,332+18.6% |
| Admin fee / account holder | $21,102 | $5,698+270.3% | $13,880+52.0% | $4,645+354.3% |