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 | $247,106 | $98,240+151.5% | $82,313+200.2% | $147,584+67.4% |
| Participation rate | 90.9% | 79.7%+11.2pp | 76.9%+14.0pp | 82.8%+8.1pp |
| Annual return | 13.50% | 30.85%-17.4pp | 25.88%-12.4pp | 578.55%-565.1pp |
| Employer contribution / active EE | $8,730 | $3,192+173.5% | $2,428+259.5% | $4,876+79.0% |
| Participant deferral / active EE | $5,119 | $4,383+16.8% | $3,706+38.1% | $5,439-5.9% |
| Admin fee / account holder | $12,335 | $8,563+44.1% | $5,608+120.0% | $10,885+13.3% |