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 | $242,458 | $53,516+353.1% | $126,539+91.6% | $84,808+185.9% |
| Participation rate | 77.2% | 58.2%+18.9pp | 69.8%+7.4pp | 68.3%+8.9pp |
| Annual return | 16.71% | 58.34%-41.6pp | 425.95%-409.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,243 | $1,535+111.3% | $3,674-11.7% | $2,631+23.3% |
| Participant deferral / active EE | $8,107 | $2,671+203.6% | $4,083+98.6% | $4,212+92.5% |
| Admin fee / account holder | $40,510 | $4,497+800.9% | $6,065+568.0% | $7,344+451.6% |