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 | $245,309 | $89,753+173.3% | $107,525+128.1% | $84,808+189.3% |
| Participation rate | 88.6% | 68.1%+20.5pp | 75.1%+13.5pp | 68.3%+20.3pp |
| Annual return | 13.48% | 29.48%-16.0pp | 181.32%-167.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $5,239 | $3,113+68.3% | $3,754+39.6% | $2,631+99.1% |
| Participant deferral / active EE | $13,272 | $4,056+227.2% | $5,116+159.4% | $4,212+215.1% |
| Admin fee / account holder | $30,566 | $7,222+323.2% | $8,919+242.7% | $7,344+316.2% |