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 | $232,209 | $77,634+199.1% | $156,549+48.3% | $62,891+269.2% |
| Participation rate | 94.2% | 71.2%+23.0pp | 84.0%+10.2pp | 69.3%+24.9pp |
| Annual return | 8.72% | 50.32%-41.6pp | 32.23%-23.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $16,780 | $3,444+387.3% | $5,501+205.0% | $2,281+635.7% |
| Participant deferral / active EE | $9,728 | $3,045+219.4% | $4,871+99.7% | $3,203+203.7% |
| Admin fee / account holder | $17,098 | $5,561+207.5% | $13,027+31.3% | $4,296+298.0% |