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 | $244,444 | $77,634+214.9% | $156,549+56.1% | $62,891+288.7% |
| Participation rate | 96.0% | 71.2%+24.8pp | 84.0%+12.0pp | 69.3%+26.7pp |
| Annual return | 6.49% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $4,974 | $3,444+44.5% | $5,501-9.6% | $2,281+118.1% |
| Participant deferral / active EE | $5,157 | $3,045+69.3% | $4,871+5.9% | $3,203+61.0% |
| Admin fee / account holder | $9,501 | $5,561+70.9% | $13,027-27.1% | $4,296+121.2% |