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 8-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 | $220,282 | $95,416+130.9% | $185,823+18.5% | $85,850+156.6% |
| Participation rate | 78.0% | 68.8%+9.3pp | 81.7%-3.7pp | 69.3%+8.7pp |
| Annual return | 34.88% | 23.59%+11.3pp | 122.05%-87.2pp | 318.53%-283.7pp |
| Employer contribution / active EE | $4,464 | $3,314+34.7% | $5,167-13.6% | $2,565+74.0% |
| Participant deferral / active EE | $5,779 | $3,423+68.8% | $5,568+3.8% | $3,952+46.2% |
| Admin fee / account holder | $1,308 | $7,213-81.9% | $16,237-91.9% | $6,260-79.1% |