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 | $244,115 | $84,233+189.8% | $170,442+43.2% | $70,131+248.1% |
| Participation rate | 96.2% | 70.8%+25.3pp | 83.6%+12.6pp | 69.5%+26.6pp |
| Annual return | 16.01% | 23.06%-7.1pp | 205.93%-189.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $8,748 | $3,387+158.3% | $5,433+61.0% | $2,342+273.5% |
| Participant deferral / active EE | $5,851 | $3,086+89.6% | $4,939+18.5% | $3,332+75.6% |
| Admin fee / account holder | $695 | $5,698-87.8% | $13,880-95.0% | $4,645-85.0% |