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 | $226,759 | $89,355+153.8% | $141,162+60.6% | $72,985+210.7% |
| Participation rate | 89.4% | 75.1%+14.2pp | 82.5%+6.9pp | 69.5%+19.9pp |
| Annual return | 19.70% | 111.85%-92.1pp | 71.39%-51.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $5,332 | $3,114+71.2% | $4,735+12.6% | $2,440+118.5% |
| Participant deferral / active EE | $4,328 | $5,418-20.1% | $6,709-35.5% | $3,607+20.0% |
| Admin fee / account holder | $21,225 | $5,958+256.2% | $10,261+106.8% | $5,124+314.2% |