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 | $241,254 | $57,016+323.1% | $84,966+183.9% | $80,856+198.4% |
| Participation rate | 88.9% | 56.3%+32.5pp | 67.5%+21.4pp | 67.6%+21.3pp |
| Annual return | 12.56% | 21.66%-9.1pp | 66.38%-53.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $4,266 | $1,798+137.3% | $2,727+56.4% | $2,755+54.9% |
| Participant deferral / active EE | $10,760 | $3,110+246.0% | $4,519+138.1% | $4,296+150.5% |
| Admin fee / account holder | $30,342 | $4,980+509.2% | $6,149+393.5% | $6,918+338.6% |