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 | $211,358 | $56,060+277.0% | $76,002+178.1% | $80,874+161.3% |
| Participation rate | 98.9% | 62.0%+36.8pp | 69.1%+29.8pp | 67.6%+31.2pp |
| Annual return | 17.08% | 20.54%-3.5pp | 360.07%-343.0pp | 35.62%-18.5pp |
| Employer contribution / active EE | $9,137 | $1,873+387.7% | $2,688+239.9% | $2,756+231.6% |
| Participant deferral / active EE | $16,206 | $3,051+431.1% | $4,257+280.7% | $4,297+277.1% |
| Admin fee / account holder | $3,550 | $5,237-32.2% | $6,414-44.6% | $6,935-48.8% |