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 | $235,092 | $89,753+161.9% | $107,525+118.6% | $84,808+177.2% |
| Participation rate | 79.6% | 68.1%+11.5pp | 75.1%+4.5pp | 68.3%+11.3pp |
| Annual return | 15.43% | 29.48%-14.0pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $7,603 | $3,113+144.2% | $3,754+102.6% | $2,631+189.0% |
| Participant deferral / active EE | $12,601 | $4,056+210.7% | $5,116+146.3% | $4,212+199.2% |
| Admin fee / account holder | $8,036 | $7,222+11.3% | $8,919-9.9% | $7,344+9.4% |