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 | $212,440 | $113,339+87.4% | $94,993+123.6% | $147,584+43.9% |
| Participation rate | 80.0% | 78.0%+2.0pp | 73.9%+6.1pp | 82.8%-2.8pp |
| Annual return | 14.64% | 20.77%-6.1pp | 27.12%-12.5pp | 578.55%-563.9pp |
| Employer contribution / active EE | $24,177 | $3,160+665.0% | $2,603+828.6% | $4,876+395.8% |
| Participant deferral / active EE | $15,608 | $3,777+313.2% | $3,317+370.5% | $5,439+187.0% |
| Admin fee / account holder | $61,957 | $6,063+922.0% | $4,960+1149.0% | $10,885+469.2% |