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 | $213,036 | $91,538+132.7% | $129,995+63.9% | $75,163+183.4% |
| Participation rate | 85.5% | 71.4%+14.0pp | 78.5%+7.0pp | 67.2%+18.3pp |
| Annual return | 20.55% | -631.11%+651.7pp | -137.18%+157.7pp | 160.62%-140.1pp |
| Employer contribution / active EE | $2,470 | $2,845-13.2% | $4,320-42.8% | $2,670-7.5% |
| Participant deferral / active EE | $15,194 | $4,341+250.0% | $5,820+161.1% | $4,125+268.3% |
| Admin fee / account holder | $10,980 | $6,790+61.7% | $10,614+3.4% | $5,651+94.3% |