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 | $202,339 | $96,635+109.4% | $86,612+133.6% | $139,434+45.1% |
| Participation rate | 93.8% | 74.4%+19.3pp | 71.7%+22.1pp | 80.3%+13.4pp |
| Annual return | 14.60% | 106.41%-91.8pp | 591.07%-576.5pp | 372.94%-358.3pp |
| Employer contribution / active EE | $4,575 | $3,263+40.2% | $3,022+51.4% | $4,751-3.7% |
| Participant deferral / active EE | $9,809 | $4,836+102.8% | $4,438+121.0% | $6,710+46.2% |
| Admin fee / account holder | $1,563 | $6,408-75.6% | $5,614-72.2% | $11,403-86.3% |