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 | $223,359 | $110,261+102.6% | $95,745+133.3% | $139,434+60.2% |
| Participation rate | 83.3% | 75.8%+7.6pp | 72.3%+11.1pp | 80.3%+3.0pp |
| Annual return | 34.88% | 27.11%+7.8pp | 28.35%+6.5pp | 372.94%-338.1pp |
| Employer contribution / active EE | $660 | $3,257-79.7% | $2,835-76.7% | $4,751-86.1% |
| Participant deferral / active EE | $5,624 | $4,676+20.3% | $4,245+32.5% | $6,710-16.2% |
| Admin fee / account holder | $60,175 | $6,613+809.9% | $5,678+959.8% | $11,403+427.7% |