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 | $212,432 | $102,604+107.0% | $86,188+146.5% | $139,434+52.4% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 19.55% | 1922.51%-1903.0pp | 1168.45%-1148.9pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,380 | $3,032-54.5% | $2,380-42.0% | $4,751-71.0% |
| Participant deferral / active EE | $12,248 | $4,676+161.9% | $3,985+207.3% | $6,710+82.5% |
| Admin fee / account holder | $1,225 | $8,657-85.8% | $6,852-82.1% | $11,403-89.3% |