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 | $223,171 | $89,355+149.8% | $141,162+58.1% | $72,985+205.8% |
| Participation rate | 75.8% | 75.1%+0.6pp | 82.5%-6.7pp | 69.5%+6.3pp |
| Annual return | 19.90% | 111.85%-91.9pp | 71.39%-51.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $8,989 | $3,114+188.6% | $4,735+89.8% | $2,440+268.4% |
| Participant deferral / active EE | $2,423 | $5,418-55.3% | $6,709-63.9% | $3,607-32.8% |
| Admin fee / account holder | $12,085 | $5,958+102.8% | $10,261+17.8% | $5,124+135.8% |