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 | $206,617 | $95,803+115.7% | $113,168+82.6% | $84,808+143.6% |
| Participation rate | 85.7% | 72.9%+12.8pp | 76.6%+9.1pp | 68.3%+17.4pp |
| Annual return | 12.65% | 25.00%-12.4pp | 24.27%-11.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,144 | $2,360+33.2% | $2,975+5.7% | $2,631+19.5% |
| Participant deferral / active EE | $5,965 | $4,242+40.6% | $5,107+16.8% | $4,212+41.6% |
| Admin fee / account holder | $19,179 | $8,989+113.4% | $12,068+58.9% | $7,344+161.2% |