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 | $100,773+111.1% | $88,946+139.2% | $142,382+49.4% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 14.95% | 70.18%-55.2pp | 57.82%-42.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $18,589 | $2,918+537.1% | $2,555+627.6% | $4,299+332.4% |
| Participant deferral / active EE | $20,477 | $5,230+291.5% | $4,581+347.0% | $6,507+214.7% |
| Admin fee / account holder | $26,041 | $9,693+168.7% | $8,261+215.2% | $12,624+106.3% |