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 | $246,539 | $157,256+56.8% | $141,162+74.7% | $152,861+61.3% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 25.13% | 64.32%-39.2pp | 71.39%-46.3pp | 345.32%-320.2pp |
| Employer contribution / active EE | $6,009 | $5,261+14.2% | $4,735+26.9% | $4,762+26.2% |
| Participant deferral / active EE | $14,490 | $7,109+103.8% | $6,709+116.0% | $5,850+147.7% |
| Admin fee / account holder | $1,655 | $12,120-86.3% | $10,261-83.9% | $11,596-85.7% |