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 | $241,028 | $91,190+164.3% | $178,490+35.0% | $79,858+201.8% |
| Participation rate | 80.9% | 69.2%+11.7pp | 81.9%-1.1pp | 69.6%+11.2pp |
| Annual return | 19.34% | 24.19%-4.8pp | 151.07%-131.7pp | 31.71%-12.4pp |
| Employer contribution / active EE | $5,536 | $3,256+70.0% | $5,011+10.5% | $2,471+124.1% |
| Participant deferral / active EE | $6,590 | $3,236+103.6% | $5,202+26.7% | $3,740+76.2% |
| Admin fee / account holder | $397 | $6,751-94.1% | $13,984-97.2% | $5,306-92.5% |