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 | $182,294 | $102,317+78.2% | $146,958+24.0% | $80,856+125.5% |
| Participation rate | 93.8% | 75.8%+17.9pp | 82.2%+11.6pp | 67.6%+26.1pp |
| Annual return | 12.66% | 134.76%-122.1pp | 418.34%-405.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $9,516 | $3,713+156.3% | $4,933+92.9% | $2,755+245.4% |
| Participant deferral / active EE | $6,932 | $6,644+4.3% | $8,070-14.1% | $4,296+61.4% |
| Admin fee / account holder | $7,474 | $7,941-5.9% | $12,998-42.5% | $6,918+8.0% |