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 | $249,531 | $77,634+221.4% | $156,549+59.4% | $62,891+296.8% |
| Participation rate | 94.3% | 71.2%+23.1pp | 84.0%+10.3pp | 69.3%+25.0pp |
| Annual return | 8.78% | 50.32%-41.5pp | 32.23%-23.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $11,741 | $3,444+240.9% | $5,501+113.4% | $2,281+414.8% |
| Participant deferral / active EE | $7,279 | $3,045+139.0% | $4,871+49.4% | $3,203+127.3% |
| Admin fee / account holder | $828 | $5,561-85.1% | $13,027-93.6% | $4,296-80.7% |