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 | $233,412 | $99,985+133.4% | $146,665+59.1% | $85,850+171.9% |
| Participation rate | 92.1% | 73.1%+19.0pp | 80.1%+12.0pp | 69.3%+22.8pp |
| Annual return | 16.00% | 18.93%-2.9pp | 22.74%-6.7pp | 318.53%-302.5pp |
| Employer contribution / active EE | $4,884 | $2,559+90.9% | $4,136+18.1% | $2,565+90.4% |
| Participant deferral / active EE | $6,168 | $4,006+54.0% | $5,506+12.0% | $3,952+56.1% |
| Admin fee / account holder | $6,721 | $7,702-12.7% | $10,280-34.6% | $6,260+7.4% |