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 | $229,277 | $85,766+167.3% | $136,294+68.2% | $70,131+226.9% |
| Participation rate | 94.3% | 74.2%+20.1pp | 81.9%+12.4pp | 69.5%+24.7pp |
| Annual return | 22.98% | 31.45%-8.5pp | 5155.94%-5133.0pp | 73.14%-50.2pp |
| Employer contribution / active EE | $2,138 | $2,966-27.9% | $4,695-54.5% | $2,342-8.7% |
| Participant deferral / active EE | $7,401 | $5,051+46.5% | $6,247+18.5% | $3,332+122.1% |
| Admin fee / account holder | $7,812 | $5,420+44.1% | $9,243-15.5% | $4,645+68.2% |