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 | $232,446 | $99,985+132.5% | $146,665+58.5% | $85,850+170.8% |
| Participation rate | 96.5% | 73.1%+23.4pp | 80.1%+16.4pp | 69.3%+27.2pp |
| Annual return | 11.99% | 18.93%-6.9pp | 22.74%-10.8pp | 318.53%-306.5pp |
| Employer contribution / active EE | $7,412 | $2,559+189.7% | $4,136+79.2% | $2,565+188.9% |
| Participant deferral / active EE | $11,619 | $4,006+190.1% | $5,506+111.0% | $3,952+194.0% |
| Admin fee / account holder | $9,067 | $7,702+17.7% | $10,280-11.8% | $6,260+44.8% |