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 | $241,949 | $104,251+132.1% | $91,001+165.9% | $147,584+63.9% |
| Participation rate | 90.9% | 78.2%+12.7pp | 75.6%+15.3pp | 82.8%+8.1pp |
| Annual return | 25.26% | 27.06%-1.8pp | 4.60%+20.7pp | 578.55%-553.3pp |
| Employer contribution / active EE | $7,984 | $3,116+156.3% | $2,456+225.1% | $4,876+63.7% |
| Participant deferral / active EE | $14,560 | $4,195+247.1% | $3,547+310.4% | $5,439+167.7% |
| Admin fee / account holder | $7,236 | $8,948-19.1% | $5,417+33.6% | $10,885-33.5% |