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 | $235,306 | $96,305+144.3% | $80,569+192.1% | $139,434+68.8% |
| Participation rate | 78.3% | 73.6%+4.6pp | 67.0%+11.3pp | 80.3%-2.1pp |
| Annual return | 17.11% | 1350.08%-1333.0pp | 935.43%-918.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $940 | $3,262-71.2% | $2,723-65.5% | $4,751-80.2% |
| Participant deferral / active EE | $2,613 | $5,232-50.1% | $4,447-41.2% | $6,710-61.1% |
| Admin fee / account holder | $13,037 | $6,599+97.6% | $5,377+142.5% | $11,403+14.3% |