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 | $219,928 | $77,899+182.3% | $149,673+46.9% | $75,163+192.6% |
| Participation rate | 74.5% | 65.6%+8.9pp | 78.8%-4.3pp | 67.2%+7.3pp |
| Annual return | 15.44% | 31.72%-16.3pp | 134.42%-119.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $5,354 | $3,137+70.7% | $4,818+11.1% | $2,670+100.5% |
| Participant deferral / active EE | $7,031 | $3,411+106.1% | $5,680+23.8% | $4,125+70.5% |
| Admin fee / account holder | $44,478 | $5,956+646.7% | $13,210+236.7% | $5,651+687.1% |