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 | $247,785 | $109,881+125.5% | $150,045+65.1% | $84,808+192.2% |
| Participation rate | 90.6% | 76.1%+14.5pp | 82.3%+8.2pp | 68.3%+22.3pp |
| Annual return | 14.42% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $4,124 | $3,561+15.8% | $4,693-12.1% | $2,631+56.8% |
| Participant deferral / active EE | $12,211 | $6,636+84.0% | $7,997+52.7% | $4,212+189.9% |
| Admin fee / account holder | $115,415 | $8,568+1247.0% | $13,435+759.1% | $7,344+1471.6% |