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 | $237,591 | $49,922+375.9% | $80,569+194.9% | $75,163+216.1% |
| Participation rate | 88.5% | 55.3%+33.2pp | 67.0%+21.5pp | 67.2%+21.3pp |
| Annual return | 27.15% | 34.69%-7.5pp | 935.43%-908.3pp | 160.62%-133.5pp |
| Employer contribution / active EE | $3,643 | $1,698+114.5% | $2,723+33.8% | $2,670+36.5% |
| Participant deferral / active EE | $9,362 | $2,990+213.1% | $4,447+110.5% | $4,125+127.0% |
| Admin fee / account holder | $2,136 | $3,577-40.3% | $5,377-60.3% | $5,651-62.2% |