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 | $217,398 | $78,672+176.3% | $109,143+99.2% | $85,850+153.2% |
| Participation rate | 93.1% | 68.3%+24.8pp | 75.9%+17.2pp | 69.3%+23.8pp |
| Annual return | 13.46% | 25.09%-11.6pp | 25.75%-12.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $5,057 | $2,735+84.9% | $3,722+35.9% | $2,565+97.2% |
| Participant deferral / active EE | $12,428 | $3,467+258.4% | $4,653+167.1% | $3,952+214.5% |
| Admin fee / account holder | $1,155 | $5,469-78.9% | $6,752-82.9% | $6,260-81.5% |