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 | $242,108 | $85,766+182.3% | $136,294+77.6% | $70,131+245.2% |
| Participation rate | 96.9% | 74.2%+22.7pp | 81.9%+15.0pp | 69.5%+27.3pp |
| Annual return | 17.44% | 31.45%-14.0pp | 5155.94%-5138.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $4,035 | $2,966+36.1% | $4,695-14.1% | $2,342+72.3% |
| Participant deferral / active EE | $8,095 | $5,051+60.3% | $6,247+29.6% | $3,332+143.0% |
| Admin fee / account holder | $7,416 | $5,420+36.8% | $9,243-19.8% | $4,645+59.6% |