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 | $223,384 | $54,705+308.3% | $71,209+213.7% | $84,808+163.4% |
| Participation rate | 86.5% | 64.1%+22.4pp | 73.8%+12.7pp | 68.3%+18.2pp |
| Annual return | 26.19% | 35.90%-9.7pp | 282.51%-256.3pp | 40.90%-14.7pp |
| Employer contribution / active EE | $7,362 | $2,158+241.1% | $2,721+170.6% | $2,631+179.8% |
| Participant deferral / active EE | $12,210 | $3,030+302.9% | $4,175+192.5% | $4,212+189.9% |
| Admin fee / account holder | $14,510 | $4,863+198.3% | $5,349+171.3% | $7,344+97.6% |