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 | $223,287 | $98,750+126.1% | $149,696+49.2% | $79,858+179.6% |
| Participation rate | 95.8% | 75.8%+20.1pp | 82.5%+13.4pp | 69.6%+26.2pp |
| Annual return | 14.47% | 27.43%-13.0pp | 276.60%-262.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,695 | $3,216-47.3% | $4,644-63.5% | $2,471-31.4% |
| Participant deferral / active EE | $9,746 | $5,680+71.6% | $6,842+42.4% | $3,740+160.6% |
| Admin fee / account holder | $22,072 | $6,053+264.7% | $9,309+137.1% | $5,306+316.0% |