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 | $246,215 | $94,625+160.2% | $116,228+111.8% | $84,808+190.3% |
| Participation rate | 80.8% | 70.4%+10.3pp | 74.6%+6.2pp | 68.3%+12.5pp |
| Annual return | 14.58% | 20.40%-5.8pp | 90.06%-75.5pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,632 | $2,347+12.1% | $2,994-12.1% | $2,6310% |
| Participant deferral / active EE | $10,798 | $3,972+171.9% | $4,953+118.0% | $4,212+156.4% |
| Admin fee / account holder | $43,317 | $10,091+329.3% | $11,989+261.3% | $7,344+489.8% |