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 | $232,491 | $89,753+159.0% | $107,525+116.2% | $84,808+174.1% |
| Participation rate | 82.4% | 68.1%+14.3pp | 75.1%+7.3pp | 68.3%+14.0pp |
| Annual return | 13.09% | 29.48%-16.4pp | 181.32%-168.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $4,812 | $3,113+54.5% | $3,754+28.2% | $2,631+82.9% |
| Participant deferral / active EE | $11,785 | $4,056+190.5% | $5,116+130.4% | $4,212+179.8% |
| Admin fee / account holder | $43,026 | $7,222+495.8% | $8,919+382.4% | $7,344+485.9% |