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 | $211,756 | $104,974+101.7% | $95,585+121.5% | $142,382+48.7% |
| Participation rate | 81.3% | 75.0%+6.3pp | 72.1%+9.2pp | 80.1%+1.1pp |
| Annual return | 14.44% | 210.33%-195.9pp | 38.56%-24.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $7,587 | $2,779+173.0% | $2,527+200.3% | $4,299+76.5% |
| Participant deferral / active EE | $13,643 | $4,352+213.5% | $4,023+239.2% | $6,507+109.7% |
| Admin fee / account holder | $28,970 | $6,386+353.6% | $6,127+372.8% | $12,624+129.5% |