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 | $220,975 | $98,750+123.8% | $149,696+47.6% | $79,858+176.7% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.6%+22.7pp |
| Annual return | 23.87% | 27.43%-3.6pp | 276.60%-252.7pp | 31.71%-7.8pp |
| Employer contribution / active EE | $4,608 | $3,216+43.3% | $4,644-0.8% | $2,471+86.5% |
| Participant deferral / active EE | $12,162 | $5,680+114.1% | $6,842+77.8% | $3,740+225.2% |
| Admin fee / account holder | $603 | $6,053-90.0% | $9,309-93.5% | $5,306-88.6% |