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 | $229,763 | $98,463+133.3% | $119,258+92.7% | $85,850+167.6% |
| Participation rate | 80.9% | 77.6%+3.2pp | 82.7%-1.9pp | 69.3%+11.5pp |
| Annual return | 19.76% | 38.53%-18.8pp | 30.69%-10.9pp | 318.53%-298.8pp |
| Employer contribution / active EE | $9,645 | $3,698+160.8% | $4,384+120.0% | $2,565+276.0% |
| Participant deferral / active EE | $3,617 | $4,942-26.8% | $6,111-40.8% | $3,952-8.5% |
| Admin fee / account holder | $1,708 | $7,493-77.2% | $7,226-76.4% | $6,260-72.7% |