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 | $213,453 | $81,208+162.8% | $98,907+115.8% | $79,858+167.3% |
| Participation rate | 85.7% | 72.5%+13.2pp | 76.0%+9.7pp | 69.6%+16.1pp |
| Annual return | 16.57% | 60.99%-44.4pp | 196.43%-179.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $3,468 | $1,960+77.0% | $2,689+29.0% | $2,471+40.3% |
| Participant deferral / active EE | $7,255 | $3,265+122.2% | $4,244+70.9% | $3,740+94.0% |
| Admin fee / account holder | $6,333 | $6,013+5.3% | $6,642-4.6% | $5,306+19.4% |