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 | $227,650 | $78,705+189.2% | $117,854+93.2% | $70,131+224.6% |
| Participation rate | 91.7% | 73.2%+18.5pp | 79.7%+12.0pp | 69.5%+22.1pp |
| Annual return | 18.29% | 23.30%-5.0pp | 335.08%-316.8pp | 73.14%-54.9pp |
| Employer contribution / active EE | $3,178 | $2,223+42.9% | $3,786-16.1% | $2,342+35.7% |
| Participant deferral / active EE | $8,227 | $3,297+149.5% | $4,482+83.6% | $3,332+146.9% |
| Admin fee / account holder | $22,726 | $5,065+348.6% | $8,020+183.4% | $4,645+389.2% |