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 | $247,557 | $89,753+175.8% | $107,525+130.2% | $84,808+191.9% |
| Participation rate | 93.5% | 68.1%+25.5pp | 75.1%+18.5pp | 68.3%+25.2pp |
| Annual return | 14.79% | 29.48%-14.7pp | 181.32%-166.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $4,452 | $3,113+43.0% | $3,754+18.6% | $2,631+69.2% |
| Participant deferral / active EE | $7,847 | $4,056+93.4% | $5,116+53.4% | $4,212+86.3% |
| Admin fee / account holder | $2,549 | $7,222-64.7% | $8,919-71.4% | $7,344-65.3% |