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 | $248,540 | $98,750+151.7% | $149,696+66.0% | $79,858+211.2% |
| Participation rate | 95.5% | 75.8%+19.7pp | 82.5%+13.0pp | 69.6%+25.8pp |
| Annual return | 17.56% | 27.43%-9.9pp | 276.60%-259.0pp | 31.71%-14.2pp |
| Employer contribution / active EE | $10,513 | $3,216+226.9% | $4,644+126.4% | $2,471+325.5% |
| Participant deferral / active EE | $8,494 | $5,680+49.5% | $6,842+24.1% | $3,740+127.1% |
| Admin fee / account holder | $4,485 | $6,053-25.9% | $9,309-51.8% | $5,306-15.5% |