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 | $224,043 | $77,813+187.9% | $123,544+81.3% | $64,186+249.1% |
| Participation rate | 96.5% | 74.7%+21.8pp | 82.3%+14.2pp | 69.6%+26.9pp |
| Annual return | -5.86% | 12.48%-18.3pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $4,709 | $3,014+56.2% | $4,628+1.7% | $2,381+97.8% |
| Participant deferral / active EE | $14,158 | $5,240+170.2% | $6,426+120.3% | $3,470+308.1% |
| Admin fee / account holder | $15,821 | $5,519+186.7% | $9,284+70.4% | $4,888+223.7% |