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 | $229,200 | $105,181+117.9% | $159,436+43.8% | $85,850+167.0% |
| Participation rate | 76.5% | 75.8%+0.7pp | 82.8%-6.4pp | 69.3%+7.2pp |
| Annual return | 17.88% | 45.07%-27.2pp | 263.57%-245.7pp | 318.53%-300.7pp |
| Employer contribution / active EE | $635 | $3,318-80.9% | $4,829-86.8% | $2,565-75.2% |
| Participant deferral / active EE | $7,971 | $5,945+34.1% | $7,352+8.4% | $3,952+101.7% |
| Admin fee / account holder | $431 | $6,933-93.8% | $10,799-96.0% | $6,260-93.1% |