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 | $227,829 | $78,672+189.6% | $109,143+108.7% | $85,850+165.4% |
| Participation rate | 94.1% | 68.3%+25.8pp | 75.9%+18.2pp | 69.3%+24.8pp |
| Annual return | 12.25% | 25.09%-12.8pp | 25.75%-13.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $2,482 | $2,735-9.2% | $3,722-33.3% | $2,565-3.2% |
| Participant deferral / active EE | $8,020 | $3,467+131.3% | $4,653+72.4% | $3,952+103.0% |
| Admin fee / account holder | $9,891 | $5,469+80.9% | $6,752+46.5% | $6,260+58.0% |