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 | $248,717 | $89,753+177.1% | $107,525+131.3% | $84,808+193.3% |
| Participation rate | 98.5% | 68.1%+30.5pp | 75.1%+23.5pp | 68.3%+30.2pp |
| Annual return | 14.44% | 29.48%-15.0pp | 181.32%-166.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $6,608 | $3,113+112.2% | $3,754+76.0% | $2,631+151.2% |
| Participant deferral / active EE | $13,282 | $4,056+227.4% | $5,116+159.6% | $4,212+215.4% |
| Admin fee / account holder | $76,934 | $7,222+965.3% | $8,919+762.6% | $7,344+947.6% |