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 | $215,093 | $93,571+129.9% | $135,903+58.3% | $75,163+186.2% |
| Participation rate | 87.1% | 75.2%+11.9pp | 81.9%+5.2pp | 67.2%+19.9pp |
| Annual return | 15.85% | 30.90%-15.1pp | 68.23%-52.4pp | 160.62%-144.8pp |
| Employer contribution / active EE | $4,837 | $3,537+36.8% | $4,856-0.4% | $2,670+81.2% |
| Participant deferral / active EE | $15,811 | $6,404+146.9% | $7,758+103.8% | $4,125+283.3% |
| Admin fee / account holder | $30,251 | $6,975+333.7% | $10,762+181.1% | $5,651+435.3% |