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 | $242,273 | $77,899+211.0% | $149,673+61.9% | $75,163+222.3% |
| Participation rate | 97.3% | 65.6%+31.7pp | 78.8%+18.5pp | 67.2%+30.1pp |
| Annual return | 15.44% | 31.72%-16.3pp | 134.42%-119.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $9,059 | $3,137+188.8% | $4,818+88.0% | $2,670+239.3% |
| Participant deferral / active EE | $4,147 | $3,411+21.6% | $5,680-27.0% | $4,125+0.5% |
| Admin fee / account holder | $2,551 | $5,956-57.2% | $13,210-80.7% | $5,651-54.9% |