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 | $208,453 | $78,422+165.8% | $95,952+117.2% | $79,858+161.0% |
| Participation rate | 85.1% | 73.5%+11.6pp | 77.1%+8.1pp | 69.6%+15.5pp |
| Annual return | 20.01% | 19.37%+0.6pp | 91.61%-71.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $3,010 | $1,945+54.8% | $2,541+18.5% | $2,471+21.8% |
| Participant deferral / active EE | $7,618 | $3,440+121.5% | $4,167+82.8% | $3,740+103.7% |
| Admin fee / account holder | $3,160 | $5,622-43.8% | $6,795-53.5% | $5,306-40.4% |