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 | $218,353 | $95,416+128.8% | $185,823+17.5% | $85,850+154.3% |
| Participation rate | 92.6% | 68.8%+23.8pp | 81.7%+10.9pp | 69.3%+23.3pp |
| Annual return | 15.75% | 23.59%-7.8pp | 122.05%-106.3pp | 318.53%-302.8pp |
| Employer contribution / active EE | $6,311 | $3,314+90.4% | $5,167+22.1% | $2,565+146.0% |
| Participant deferral / active EE | $5,403 | $3,423+57.8% | $5,568-3.0% | $3,952+36.7% |
| Admin fee / account holder | $261,802 | $7,213+3529.7% | $16,237+1512.3% | $6,260+4082.2% |