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 | $210,062 | $114,381+83.7% | $107,525+95.4% | $142,382+47.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.09% | 242.71%-224.6pp | 181.32%-163.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $6,578 | $4,015+63.9% | $3,754+75.3% | $4,299+53.0% |
| Participant deferral / active EE | $13,392 | $5,564+140.7% | $5,116+161.8% | $6,507+105.8% |
| Admin fee / account holder | $41,864 | $9,860+324.6% | $8,919+369.4% | $12,624+231.6% |