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 | $222,000 | $78,422+183.1% | $95,952+131.4% | $79,858+178.0% |
| Participation rate | 93.8% | 73.5%+20.3pp | 77.1%+16.7pp | 69.6%+24.1pp |
| Annual return | 14.30% | 19.37%-5.1pp | 91.61%-77.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $3,630 | $1,945+86.6% | $2,541+42.9% | $2,471+46.9% |
| Participant deferral / active EE | $8,790 | $3,440+155.5% | $4,167+110.9% | $3,740+135.0% |
| Admin fee / account holder | $15,963 | $5,622+183.9% | $6,795+134.9% | $5,306+200.8% |