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 | $219,499 | $65,395+235.7% | $182,532+20.3% | $72,985+200.7% |
| Participation rate | 78.8% | 65.4%+13.4pp | 78.0%+0.9pp | 69.5%+9.4pp |
| Annual return | 22.54% | 27.68%-5.1pp | 148.54%-126.0pp | 81.00%-58.5pp |
| Employer contribution / active EE | $3,207 | $1,911+67.8% | $4,076-21.3% | $2,440+31.4% |
| Participant deferral / active EE | $7,184 | $3,563+101.7% | $5,524+30.1% | $3,607+99.2% |
| Admin fee / account holder | $16,212 | $4,245+281.9% | $8,592+88.7% | $5,124+216.4% |