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 | $221,896 | $68,547+223.7% | $120,354+84.4% | $80,856+174.4% |
| Participation rate | 85.5% | 61.6%+23.9pp | 71.9%+13.6pp | 67.6%+17.9pp |
| Annual return | 11.82% | 23.60%-11.8pp | 107.15%-95.3pp | 35.59%-23.8pp |
| Employer contribution / active EE | $9,872 | $2,051+381.2% | $3,463+185.1% | $2,755+258.3% |
| Participant deferral / active EE | $7,966 | $3,173+151.0% | $4,991+59.6% | $4,296+85.4% |
| Admin fee / account holder | $48,012 | $5,732+737.6% | $9,423+409.5% | $6,918+594.0% |