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 | $245,774 | $89,355+175.1% | $141,162+74.1% | $72,985+236.7% |
| Participation rate | 93.2% | 75.1%+18.1pp | 82.5%+10.8pp | 69.5%+23.7pp |
| Annual return | 26.94% | 111.85%-84.9pp | 71.39%-44.5pp | 81.00%-54.1pp |
| Employer contribution / active EE | $2,410 | $3,114-22.6% | $4,735-49.1% | $2,440-1.2% |
| Participant deferral / active EE | $11,415 | $5,418+110.7% | $6,709+70.1% | $3,607+216.4% |
| Admin fee / account holder | $11,550 | $5,958+93.9% | $10,261+12.6% | $5,124+125.4% |