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 | $247,041 | $99,918+147.2% | $81,382+203.6% | $145,922+69.3% |
| Participation rate | 72.7% | 74.2%-1.4pp | 69.5%+3.2pp | 80.3%-7.5pp |
| Annual return | 15.17% | 34.32%-19.1pp | 24.73%-9.6pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,200 | $2,978+7.5% | $2,463+29.9% | $4,660-31.3% |
| Participant deferral / active EE | $9,994 | $4,605+117.0% | $3,883+157.4% | $6,688+49.4% |
| Admin fee / account holder | $14,040 | $8,212+71.0% | $5,768+143.4% | $13,397+4.8% |