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 | $247,240 | $91,190+171.1% | $178,490+38.5% | $79,858+209.6% |
| Participation rate | 94.1% | 69.2%+24.9pp | 81.9%+12.2pp | 69.6%+24.5pp |
| Annual return | 23.75% | 24.19%-0.4pp | 151.07%-127.3pp | 31.71%-8.0pp |
| Employer contribution / active EE | $6,200 | $3,256+90.4% | $5,011+23.7% | $2,471+150.9% |
| Participant deferral / active EE | $2,970 | $3,236-8.2% | $5,202-42.9% | $3,740-20.6% |
| Admin fee / account holder | $1,938 | $6,751-71.3% | $13,984-86.1% | $5,306-63.5% |