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 | $223,487 | $89,753+149.0% | $107,525+107.8% | $84,808+163.5% |
| Participation rate | 80.0% | 68.1%+11.9pp | 75.1%+4.9pp | 68.3%+11.7pp |
| Annual return | 16.43% | 29.48%-13.0pp | 181.32%-164.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $4,499 | $3,113+44.5% | $3,754+19.9% | $2,631+71.0% |
| Participant deferral / active EE | $9,767 | $4,056+140.8% | $5,116+90.9% | $4,212+131.9% |
| Admin fee / account holder | $17,029 | $7,222+135.8% | $8,919+90.9% | $7,344+131.9% |