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 | $216,321 | $99,985+116.4% | $146,665+47.5% | $85,850+152.0% |
| Participation rate | 88.2% | 73.1%+15.2pp | 80.1%+8.2pp | 69.3%+18.9pp |
| Annual return | 13.12% | 18.93%-5.8pp | 22.74%-9.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $5,029 | $2,559+96.5% | $4,136+21.6% | $2,565+96.1% |
| Participant deferral / active EE | $10,897 | $4,006+172.0% | $5,506+97.9% | $3,952+175.7% |
| Admin fee / account holder | $11,573 | $7,702+50.3% | $10,280+12.6% | $6,260+84.9% |