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 | $246,830 | $99,652+147.7% | $78,778+213.3% | $147,584+67.2% |
| Participation rate | 90.5% | 76.2%+14.2pp | 69.2%+21.3pp | 82.8%+7.6pp |
| Annual return | 12.64% | 47.28%-34.6pp | 35.62%-23.0pp | 578.55%-565.9pp |
| Employer contribution / active EE | $13,604 | $2,796+386.6% | $1,986+585.1% | $4,876+179.0% |
| Participant deferral / active EE | $6,135 | $3,664+67.4% | $2,958+107.4% | $5,439+12.8% |
| Admin fee / account holder | $8,607 | $7,155+20.3% | $5,134+67.7% | $10,885-20.9% |