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 | $247,802 | $63,346+291.2% | $92,233+168.7% | $70,131+253.3% |
| Participation rate | 92.3% | 68.7%+23.6pp | 76.5%+15.8pp | 69.5%+22.8pp |
| Annual return | 15.76% | 530.12%-514.4pp | 176.28%-160.5pp | 73.14%-57.4pp |
| Employer contribution / active EE | $5,128 | $2,471+107.5% | $3,679+39.4% | $2,342+118.9% |
| Participant deferral / active EE | $5,718 | $2,854+100.4% | $3,897+46.8% | $3,332+71.6% |
| Admin fee / account holder | $3,401 | $3,840-11.4% | $5,194-34.5% | $4,645-26.8% |