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 | $74,888+195.0% | $71,209+210.2% | $142,382+55.1% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 16.97% | 345.14%-328.2pp | 282.51%-265.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,346 | $2,854+17.2% | $2,721+23.0% | $4,299-22.2% |
| Participant deferral / active EE | $11,187 | $4,454+151.1% | $4,175+167.9% | $6,507+71.9% |
| Admin fee / account holder | $850 | $5,568-84.7% | $5,349-84.1% | $12,624-93.3% |