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 | $196,140 | $114,381+71.5% | $107,525+82.4% | $142,382+37.8% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.1%+19.7pp | 80.1%+14.6pp |
| Annual return | 13.28% | 242.71%-229.4pp | 181.32%-168.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $9,536 | $4,015+137.5% | $3,754+154.1% | $4,299+121.8% |
| Participant deferral / active EE | $1,643 | $5,564-70.5% | $5,116-67.9% | $6,507-74.7% |
| Admin fee / account holder | $892 | $9,860-91.0% | $8,919-90.0% | $12,624-92.9% |