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 | $203,604 | $109,327+86.2% | $89,391+127.8% | $158,922+28.1% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.0%+23.7pp | 82.0%+9.7pp |
| Annual return | 7.54% | 345.68%-338.1pp | 245.62%-238.1pp | 302.83%-295.3pp |
| Employer contribution / active EE | $2,271 | $3,170-28.4% | $2,586-12.2% | $4,761-52.3% |
| Participant deferral / active EE | $7,747 | $4,598+68.5% | $3,890+99.2% | $5,982+29.5% |
| Admin fee / account holder | $9,228 | $6,153+50.0% | $4,881+89.1% | $11,246-17.9% |