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 | $212,763 | $97,125+119.1% | $86,233+146.7% | $137,256+55.0% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.0%+18.5pp | 80.0%+7.5pp |
| Annual return | 14.95% | 74.19%-59.2pp | 61.39%-46.4pp | 220.34%-205.4pp |
| Employer contribution / active EE | $18,589 | $2,841+554.2% | $2,504+642.3% | $4,156+347.3% |
| Participant deferral / active EE | $20,477 | $5,180+295.3% | $4,559+349.1% | $6,407+219.6% |
| Admin fee / account holder | $26,041 | $9,725+167.8% | $8,342+212.2% | $12,270+112.2% |