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 | $194,883 | $89,355+118.1% | $141,162+38.1% | $72,985+167.0% |
| Participation rate | 76.7% | 75.1%+1.5pp | 82.5%-5.8pp | 69.5%+7.2pp |
| Annual return | 21.28% | 111.85%-90.6pp | 71.39%-50.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $3,903 | $3,114+25.3% | $4,735-17.6% | $2,440+60.0% |
| Participant deferral / active EE | $12,240 | $5,418+125.9% | $6,709+82.4% | $3,607+239.3% |
| Admin fee / account holder | $48,142 | $5,958+708.0% | $10,261+369.2% | $5,124+839.5% |