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 | $220,896 | $72,071+206.5% | $68,368+223.1% | $137,256+60.9% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 16.97% | 353.14%-336.2pp | 292.57%-275.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,346 | $2,788+20.0% | $2,649+26.3% | $4,156-19.5% |
| Participant deferral / active EE | $11,187 | $4,410+153.7% | $4,123+171.3% | $6,407+74.6% |
| Admin fee / account holder | $850 | $5,336-84.1% | $5,150-83.5% | $12,270-93.1% |