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 | $226,002 | $89,753+151.8% | $107,525+110.2% | $84,808+166.5% |
| Participation rate | 92.9% | 68.1%+24.8pp | 75.1%+17.8pp | 68.3%+24.5pp |
| Annual return | 17.96% | 29.48%-11.5pp | 181.32%-163.4pp | 40.90%-22.9pp |
| Employer contribution / active EE | $4,638 | $3,113+49.0% | $3,754+23.6% | $2,631+76.3% |
| Participant deferral / active EE | $16,396 | $4,056+304.2% | $5,116+220.5% | $4,212+289.3% |
| Admin fee / account holder | $2,091 | $7,222-71.0% | $8,919-76.6% | $7,344-71.5% |