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 | $202,412 | $93,170+117.3% | $100,534+101.3% | $84,808+138.7% |
| Participation rate | 91.9% | 75.8%+16.0pp | 80.6%+11.3pp | 68.3%+23.6pp |
| Annual return | 17.93% | 47.13%-29.2pp | 32.66%-14.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $7,229 | $3,985+81.4% | $4,346+66.3% | $2,631+174.8% |
| Participant deferral / active EE | $12,970 | $5,699+127.6% | $6,144+111.1% | $4,212+207.9% |
| Admin fee / account holder | $12,737 | $7,382+72.5% | $7,654+66.4% | $7,344+73.4% |