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 | $234,934 | $76,000+209.1% | $154,107+52.4% | $64,186+266.0% |
| Participation rate | 88.1% | 70.4%+17.7pp | 83.0%+5.1pp | 69.6%+18.5pp |
| Annual return | 10.45% | 30.32%-19.9pp | 735.12%-724.7pp | 7.63%+2.8pp |
| Employer contribution / active EE | $6,634 | $3,351+98.0% | $5,298+25.2% | $2,381+178.6% |
| Participant deferral / active EE | $2,722 | $3,175-14.3% | $5,081-46.4% | $3,470-21.6% |
| Admin fee / account holder | $21,441 | $5,596+283.1% | $13,411+59.9% | $4,888+338.6% |