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 | $231,077 | $60,349+282.9% | $74,183+211.5% | $62,891+267.4% |
| Participation rate | 95.7% | 72.7%+22.9pp | 76.6%+19.0pp | 69.3%+26.3pp |
| Annual return | 18.07% | 21.37%-3.3pp | 17.74%+0.3pp | 20.14%-2.1pp |
| Employer contribution / active EE | $23,103 | $1,680+1275.0% | $2,370+874.8% | $2,281+912.9% |
| Participant deferral / active EE | $2,968 | $2,856+3.9% | $3,550-16.4% | $3,203-7.3% |
| Admin fee / account holder | $24,827 | $4,261+482.6% | $5,586+344.5% | $4,296+478.0% |