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 | $245,197 | $89,355+174.4% | $141,162+73.7% | $72,985+236.0% |
| Participation rate | 95.9% | 75.1%+20.8pp | 82.5%+13.4pp | 69.5%+26.4pp |
| Annual return | 26.19% | 111.85%-85.7pp | 71.39%-45.2pp | 81.00%-54.8pp |
| Employer contribution / active EE | $8,163 | $3,114+162.1% | $4,735+72.4% | $2,440+234.6% |
| Participant deferral / active EE | $8,213 | $5,418+51.6% | $6,709+22.4% | $3,607+127.7% |
| Admin fee / account holder | $11,489 | $5,958+92.8% | $10,261+12.0% | $5,124+124.2% |