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 | $217,562 | $53,127+309.5% | $86,590+151.3% | $70,131+210.2% |
| Participation rate | 91.7% | 65.3%+26.4pp | 73.5%+18.1pp | 69.5%+22.1pp |
| Annual return | 15.99% | 27.66%-11.7pp | 964.84%-948.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $12,401 | $2,068+499.6% | $2,839+336.8% | $2,342+429.4% |
| Participant deferral / active EE | $8,184 | $2,696+203.6% | $3,609+126.8% | $3,332+145.6% |
| Admin fee / account holder | $40,843 | $3,585+1039.1% | $4,906+732.6% | $4,645+779.2% |