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 | $247,922 | $56,897+335.7% | $84,750+192.5% | $62,891+294.2% |
| Participation rate | 95.3% | 68.5%+26.8pp | 76.6%+18.8pp | 69.3%+26.0pp |
| Annual return | 8.52% | 6.30%+2.2pp | 22.78%-14.3pp | 20.14%-11.6pp |
| Employer contribution / active EE | $4,124 | $2,400+71.9% | $3,574+15.4% | $2,281+80.8% |
| Participant deferral / active EE | $13,526 | $2,709+399.3% | $3,712+264.4% | $3,203+322.3% |
| Admin fee / account holder | $6,294 | $3,581+75.8% | $5,332+18.0% | $4,296+46.5% |