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 | $201,188 | $91,552+119.8% | $133,956+50.2% | $79,858+151.9% |
| Participation rate | 90.5% | 73.3%+17.2pp | 79.8%+10.7pp | 69.6%+20.9pp |
| Annual return | 13.81% | 61.85%-48.0pp | 45.09%-31.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $5,491 | $2,384+130.4% | $3,919+40.1% | $2,471+122.2% |
| Participant deferral / active EE | $8,381 | $3,733+124.5% | $5,048+66.0% | $3,740+124.1% |
| Admin fee / account holder | $31,240 | $6,321+394.2% | $8,927+249.9% | $5,306+488.7% |