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 | $228,616 | $102,966+122.0% | $90,281+153.2% | $152,861+49.6% |
| Participation rate | 89.5% | 75.9%+13.6pp | 73.3%+16.2pp | 82.4%+7.0pp |
| Annual return | 22.80% | 95.16%-72.4pp | 78.10%-55.3pp | 345.32%-322.5pp |
| Employer contribution / active EE | $6,530 | $3,139+108.1% | $2,854+128.8% | $4,762+37.1% |
| Participant deferral / active EE | $2,987 | $4,281-30.2% | $3,885-23.1% | $5,850-48.9% |
| Admin fee / account holder | $7,656 | $6,171+24.1% | $5,351+43.1% | $11,596-34.0% |