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 | $222,535 | $89,355+149.0% | $141,162+57.6% | $72,985+204.9% |
| Participation rate | 93.3% | 75.1%+18.2pp | 82.5%+10.9pp | 69.5%+23.8pp |
| Annual return | 19.45% | 111.85%-92.4pp | 71.39%-51.9pp | 81.00%-61.6pp |
| Employer contribution / active EE | $2,935 | $3,114-5.8% | $4,735-38.0% | $2,440+20.3% |
| Participant deferral / active EE | $12,971 | $5,418+139.4% | $6,709+93.3% | $3,607+259.6% |
| Admin fee / account holder | $19,371 | $5,958+225.1% | $10,261+88.8% | $5,124+278.0% |