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 | $222,164 | $78,422+183.3% | $95,952+131.5% | $79,858+178.2% |
| Participation rate | 86.7% | 73.5%+13.2pp | 77.1%+9.6pp | 69.6%+17.0pp |
| Annual return | 17.06% | 19.37%-2.3pp | 91.61%-74.5pp | 31.71%-14.7pp |
| Employer contribution / active EE | $3,656 | $1,945+88.0% | $2,541+43.9% | $2,471+48.0% |
| Participant deferral / active EE | $7,835 | $3,440+127.8% | $4,167+88.0% | $3,740+109.5% |
| Admin fee / account holder | $4,333 | $5,622-22.9% | $6,795-36.2% | $5,306-18.4% |