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 | $243,103 | $106,749+127.7% | $145,433+67.2% | $82,448+194.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.78% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $5,533 | $3,444+60.6% | $4,554+21.5% | $2,551+116.9% |
| Participant deferral / active EE | $11,991 | $6,519+84.0% | $7,897+51.8% | $4,139+189.7% |
| Admin fee / account holder | $23,971 | $8,390+185.7% | $13,129+82.6% | $7,234+231.3% |