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 | $220,636 | $81,258+171.5% | $105,218+109.7% | $59,632+270.0% |
| Participation rate | 82.6% | 75.4%+7.2pp | 77.2%+5.4pp | 68.7%+13.9pp |
| Annual return | 3.23% | 1.96%+1.3pp | 5.33%-2.1pp | 2041.28%-2038.1pp |
| Employer contribution / active EE | $5,018 | $2,562+95.9% | $3,255+54.2% | $2,203+127.8% |
| Participant deferral / active EE | $14,370 | $3,881+270.2% | $4,867+195.3% | $3,192+350.2% |
| Admin fee / account holder | $12,815 | $5,841+119.4% | $6,992+83.3% | $4,297+198.2% |