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 | $248,899 | $85,202+192.1% | $172,739+44.1% | $72,985+241.0% |
| Participation rate | 96.7% | 70.1%+26.6pp | 82.6%+14.0pp | 69.5%+27.2pp |
| Annual return | 16.06% | 27.32%-11.3pp | 802.84%-786.8pp | 81.00%-64.9pp |
| Employer contribution / active EE | $29,715 | $3,324+793.9% | $5,143+477.8% | $2,440+1117.9% |
| Participant deferral / active EE | $19,210 | $3,260+489.2% | $5,198+269.6% | $3,607+432.5% |
| Admin fee / account holder | $10,373 | $5,884+76.3% | $13,954-25.7% | $5,124+102.4% |