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 | $225,844 | $111,535+102.5% | $105,223+114.6% | $137,256+64.5% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 13.65% | 237.85%-224.2pp | 180.65%-167.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $13,205 | $3,939+235.2% | $3,689+258.0% | $4,156+217.7% |
| Participant deferral / active EE | $9,353 | $5,500+70.1% | $5,072+84.4% | $6,407+46.0% |
| Admin fee / account holder | $7,382 | $9,721-24.1% | $8,859-16.7% | $12,270-39.8% |