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 | $220,807 | $83,477+164.5% | $125,175+76.4% | $72,985+202.5% |
| Participation rate | 78.1% | 73.3%+4.8pp | 79.8%-1.7pp | 69.5%+8.6pp |
| Annual return | 301.44% | 25.78%+275.7pp | 43.79%+257.6pp | 81.00%+220.4pp |
| Employer contribution / active EE | $3,469 | $2,345+47.9% | $3,865-10.3% | $2,440+42.2% |
| Participant deferral / active EE | $6,087 | $3,585+69.8% | $4,937+23.3% | $3,607+68.7% |
| Admin fee / account holder | $3,746 | $5,517-32.1% | $9,702-61.4% | $5,124-26.9% |