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 | $238,629 | $98,750+141.7% | $149,696+59.4% | $79,858+198.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.80% | 27.43%-9.6pp | 276.60%-258.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $968 | $3,216-69.9% | $4,644-79.2% | $2,471-60.8% |
| Participant deferral / active EE | $9,410 | $5,680+65.7% | $6,842+37.5% | $3,740+151.6% |
| Admin fee / account holder | $10,545 | $6,053+74.2% | $9,309+13.3% | $5,306+98.7% |