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 | $239,117 | $109,881+117.6% | $150,045+59.4% | $84,808+182.0% |
| Participation rate | 84.0% | 76.1%+7.9pp | 82.3%+1.7pp | 68.3%+15.7pp |
| Annual return | 15.98% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $4,894 | $3,561+37.4% | $4,693+4.3% | $2,631+86.0% |
| Participant deferral / active EE | $13,182 | $6,636+98.6% | $7,997+64.8% | $4,212+213.0% |
| Admin fee / account holder | $9,165 | $8,568+7.0% | $13,435-31.8% | $7,344+24.8% |