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 | $229,157 | $100,041+129.1% | $149,718+53.1% | $70,131+226.8% |
| Participation rate | 89.1% | 83.6%+5.5pp | 87.1%+2.0pp | 69.5%+19.5pp |
| Annual return | 16.58% | 27.43%-10.9pp | 1501.63%-1485.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $17,127 | $3,662+367.8% | $5,445+214.6% | $2,342+631.2% |
| Participant deferral / active EE | $16,023 | $4,983+221.6% | $6,569+143.9% | $3,332+380.9% |
| Admin fee / account holder | $31,646 | $8,286+281.9% | $11,283+180.5% | $4,645+581.2% |