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 | $199,344 | $80,968+146.2% | $96,544+106.5% | $75,163+165.2% |
| Participation rate | 95.5% | 71.8%+23.8pp | 76.0%+19.6pp | 67.2%+28.3pp |
| Annual return | 19.31% | 27.06%-7.8pp | 25.84%-6.5pp | 160.62%-141.3pp |
| Employer contribution / active EE | $5,184 | $2,282+127.2% | $2,965+74.8% | $2,670+94.2% |
| Participant deferral / active EE | $10,820 | $3,928+175.5% | $4,851+123.1% | $4,125+162.3% |
| Admin fee / account holder | $14,817 | $6,724+120.4% | $8,252+79.6% | $5,651+162.2% |