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 | $234,764 | $74,888+213.5% | $71,209+229.7% | $142,382+64.9% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 17.07% | 345.14%-328.1pp | 282.51%-265.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $4,381 | $2,854+53.5% | $2,721+61.0% | $4,299+1.9% |
| Participant deferral / active EE | $10,109 | $4,454+126.9% | $4,175+142.1% | $6,507+55.3% |
| Admin fee / account holder | $2,363 | $5,568-57.6% | $5,349-55.8% | $12,624-81.3% |