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 | $219,663 | $89,652+145.0% | $141,162+55.6% | $65,185+237.0% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.5%+3.2pp | 70.2%+15.5pp |
| Annual return | 22.82% | 32.79%-10.0pp | 71.39%-48.6pp | 29.38%-6.6pp |
| Employer contribution / active EE | $5,440 | $3,065+77.5% | $4,735+14.9% | $2,177+149.9% |
| Participant deferral / active EE | $11,061 | $5,691+94.4% | $6,709+64.9% | $3,514+214.8% |
| Admin fee / account holder | $15,858 | $569+2689.4% | $10,261+54.5% | $847+1772.1% |