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 | $244,961 | $102,317+139.4% | $146,958+66.7% | $80,856+203.0% |
| Participation rate | 79.1% | 75.8%+3.2pp | 82.2%-3.1pp | 67.6%+11.4pp |
| Annual return | 16.12% | 134.76%-118.6pp | 418.34%-402.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $4,505 | $3,713+21.3% | $4,933-8.7% | $2,755+63.5% |
| Participant deferral / active EE | $13,951 | $6,644+110.0% | $8,070+72.9% | $4,296+224.8% |
| Admin fee / account holder | $9,921 | $7,941+24.9% | $12,998-23.7% | $6,918+43.4% |