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 | $225,795 | $54,705+312.7% | $71,209+217.1% | $84,808+166.2% |
| Participation rate | 97.6% | 64.1%+33.5pp | 73.8%+23.8pp | 68.3%+29.2pp |
| Annual return | 13.93% | 35.90%-22.0pp | 282.51%-268.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,417 | $2,158+58.4% | $2,721+25.6% | $2,631+29.9% |
| Participant deferral / active EE | $8,542 | $3,030+181.9% | $4,175+104.6% | $4,212+102.8% |
| Admin fee / account holder | $9,013 | $4,863+85.3% | $5,349+68.5% | $7,344+22.7% |