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 | $223,067 | $74,888+197.9% | $71,209+213.3% | $142,382+56.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 15.85% | 345.14%-329.3pp | 282.51%-266.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,947 | $2,854-31.8% | $2,721-28.4% | $4,299-54.7% |
| Participant deferral / active EE | $10,948 | $4,454+145.8% | $4,175+162.2% | $6,507+68.2% |
| Admin fee / account holder | $3,551 | $5,568-36.2% | $5,349-33.6% | $12,624-71.9% |