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 | $249,491 | $93,571+166.6% | $135,903+83.6% | $75,163+231.9% |
| Participation rate | 90.6% | 75.2%+15.4pp | 81.9%+8.7pp | 67.2%+23.4pp |
| Annual return | 25.42% | 30.90%-5.5pp | 68.23%-42.8pp | 160.62%-135.2pp |
| Employer contribution / active EE | $5,635 | $3,537+59.3% | $4,856+16.0% | $2,670+111.1% |
| Participant deferral / active EE | $12,321 | $6,404+92.4% | $7,758+58.8% | $4,125+198.7% |
| Admin fee / account holder | $3,418 | $6,975-51.0% | $10,762-68.2% | $5,651-39.5% |