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 | $234,832 | $84,233+178.8% | $170,442+37.8% | $70,131+234.8% |
| Participation rate | 93.1% | 70.8%+22.3pp | 83.6%+9.5pp | 69.5%+23.6pp |
| Annual return | 15.62% | 23.06%-7.4pp | 205.93%-190.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $5,689 | $3,387+68.0% | $5,433+4.7% | $2,342+142.8% |
| Participant deferral / active EE | $2,861 | $3,086-7.3% | $4,939-42.1% | $3,332-14.1% |
| Admin fee / account holder | $7,143 | $5,698+25.4% | $13,880-48.5% | $4,645+53.8% |