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 | $228,650 | $88,672+157.9% | $105,223+117.3% | $82,448+177.3% |
| Participation rate | 87.5% | 67.9%+19.6pp | 75.0%+12.5pp | 68.1%+19.4pp |
| Annual return | 20.10% | 30.86%-10.8pp | 180.65%-160.5pp | 41.64%-21.5pp |
| Employer contribution / active EE | $4,309 | $3,048+41.4% | $3,689+16.8% | $2,551+68.9% |
| Participant deferral / active EE | $8,323 | $4,036+106.2% | $5,072+64.1% | $4,139+101.1% |
| Admin fee / account holder | $10,070 | $7,146+40.9% | $8,859+13.7% | $7,234+39.2% |