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 | $212,114 | $78,422+170.5% | $95,952+121.1% | $79,858+165.6% |
| Participation rate | 91.1% | 73.5%+17.6pp | 77.1%+14.0pp | 69.6%+21.4pp |
| Annual return | 12.90% | 19.37%-6.5pp | 91.61%-78.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $2,504 | $1,945+28.7% | $2,541-1.5% | $2,471+1.3% |
| Participant deferral / active EE | $8,318 | $3,440+141.8% | $4,167+99.6% | $3,740+122.4% |
| Admin fee / account holder | $9,031 | $5,622+60.6% | $6,795+32.9% | $5,306+70.2% |