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 | $246,825 | $106,515+131.7% | $96,683+155.3% | $139,434+77.0% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 15.64% | 38.43%-22.8pp | 35.69%-20.1pp | 372.94%-357.3pp |
| Employer contribution / active EE | $4,728 | $4,103+15.2% | $3,737+26.5% | $4,751-0.5% |
| Participant deferral / active EE | $11,136 | $5,454+104.2% | $4,878+128.3% | $6,710+66.0% |
| Admin fee / account holder | $9,634 | $7,877+22.3% | $6,730+43.2% | $11,403-15.5% |