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 | $224,146 | $49,922+349.0% | $80,569+178.2% | $75,163+198.2% |
| Participation rate | 87.0% | 55.3%+31.7pp | 67.0%+20.0pp | 67.2%+19.8pp |
| Annual return | 17.15% | 34.69%-17.5pp | 935.43%-918.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $4,060 | $1,698+139.0% | $2,723+49.1% | $2,670+52.1% |
| Participant deferral / active EE | $10,047 | $2,990+236.0% | $4,447+125.9% | $4,125+143.5% |
| Admin fee / account holder | $3,497 | $3,577-2.2% | $5,377-35.0% | $5,651-38.1% |