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 | $204,831 | $100,041+104.7% | $149,718+36.8% | $70,131+192.1% |
| Participation rate | 82.4% | 83.6%-1.2pp | 87.1%-4.7pp | 69.5%+12.8pp |
| Annual return | 15.95% | 27.43%-11.5pp | 1501.63%-1485.7pp | 73.14%-57.2pp |
| Employer contribution / active EE | $8,317 | $3,662+127.1% | $5,445+52.8% | $2,342+255.1% |
| Participant deferral / active EE | $5,052 | $4,983+1.4% | $6,569-23.1% | $3,332+51.6% |
| Admin fee / account holder | $1,006 | $8,286-87.9% | $11,283-91.1% | $4,645-78.3% |