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 | $245,469 | $125,758+95.2% | $169,993+44.4% | $75,163+226.6% |
| Participation rate | 97.8% | 83.6%+14.2pp | 87.0%+10.8pp | 67.2%+30.6pp |
| Annual return | 18.64% | 27.20%-8.6pp | 53.37%-34.7pp | 160.62%-142.0pp |
| Employer contribution / active EE | $13,790 | $4,615+198.8% | $6,785+103.2% | $2,670+416.5% |
| Participant deferral / active EE | $17,978 | $6,837+162.9% | $10,408+72.7% | $4,125+335.8% |
| Admin fee / account holder | $22,456 | $8,173+174.7% | $12,815+75.2% | $5,651+297.4% |