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 | $249,145 | $91,190+173.2% | $178,490+39.6% | $79,858+212.0% |
| Participation rate | 96.7% | 69.2%+27.5pp | 81.9%+14.7pp | 69.6%+27.0pp |
| Annual return | 21.53% | 24.19%-2.7pp | 151.07%-129.5pp | 31.71%-10.2pp |
| Employer contribution / active EE | $9,391 | $3,256+188.5% | $5,011+87.4% | $2,471+280.1% |
| Participant deferral / active EE | $5,282 | $3,236+63.2% | $5,202+1.6% | $3,740+41.2% |
| Admin fee / account holder | $3,493 | $6,751-48.3% | $13,984-75.0% | $5,306-34.2% |