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 | $233,647 | $98,750+136.6% | $149,696+56.1% | $79,858+192.6% |
| Participation rate | 98.5% | 75.8%+22.8pp | 82.5%+16.1pp | 69.6%+28.9pp |
| Annual return | 15.73% | 27.43%-11.7pp | 276.60%-260.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,161 | $3,216-32.8% | $4,644-53.5% | $2,471-12.5% |
| Participant deferral / active EE | $9,760 | $5,680+71.8% | $6,842+42.7% | $3,740+161.0% |
| Admin fee / account holder | $3,071 | $6,053-49.3% | $9,309-67.0% | $5,306-42.1% |