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 | $239,329 | $91,190+162.5% | $178,490+34.1% | $79,858+199.7% |
| Participation rate | 94.2% | 69.2%+25.0pp | 81.9%+12.3pp | 69.6%+24.6pp |
| Annual return | 13.63% | 24.19%-10.6pp | 151.07%-137.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $5,423 | $3,256+66.6% | $5,011+8.2% | $2,471+119.5% |
| Participant deferral / active EE | $6,261 | $3,236+93.5% | $5,202+20.4% | $3,740+67.4% |
| Admin fee / account holder | $2,983 | $6,751-55.8% | $13,984-78.7% | $5,306-43.8% |