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 | $192,959 | $72,277+167.0% | $101,248+90.6% | $79,858+141.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 16.04% | 22.30%-6.3pp | 46.47%-30.4pp | 31.71%-15.7pp |
| Employer contribution / active EE | $5,560 | $2,692+106.6% | $3,660+51.9% | $2,471+125.0% |
| Participant deferral / active EE | $3,857 | $3,282+17.5% | $4,370-11.7% | $3,740+3.1% |
| Admin fee / account holder | $5,806 | $4,400+31.9% | $5,945-2.3% | $5,306+9.4% |