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 | $244,692 | $83,902+191.6% | $167,512+46.1% | $84,808+188.5% |
| Participation rate | 80.3% | 66.5%+13.8pp | 77.1%+3.2pp | 68.3%+12.0pp |
| Annual return | 20.15% | 91.55%-71.4pp | 1615.79%-1595.6pp | 40.90%-20.7pp |
| Employer contribution / active EE | $3,666 | $2,264+62.0% | $3,882-5.5% | $2,631+39.4% |
| Participant deferral / active EE | $8,834 | $4,442+98.9% | $6,405+37.9% | $4,212+109.8% |
| Admin fee / account holder | $2,134 | $7,915-73.0% | $9,769-78.2% | $7,344-70.9% |