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 | $246,434 | $78,672+213.2% | $109,143+125.8% | $85,850+187.1% |
| Participation rate | 80.9% | 68.3%+12.6pp | 75.9%+5.0pp | 69.3%+11.5pp |
| Annual return | 16.98% | 25.09%-8.1pp | 25.75%-8.8pp | 318.53%-301.6pp |
| Employer contribution / active EE | $4,807 | $2,735+75.8% | $3,722+29.1% | $2,565+87.4% |
| Participant deferral / active EE | $10,144 | $3,467+192.6% | $4,653+118.0% | $3,952+156.7% |
| Admin fee / account holder | $1,357 | $5,469-75.2% | $6,752-79.9% | $6,260-78.3% |