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 | $200,942 | $98,750+103.5% | $149,696+34.2% | $79,858+151.6% |
| Participation rate | 91.3% | 75.8%+15.5pp | 82.5%+8.8pp | 69.6%+21.7pp |
| Annual return | 20.24% | 27.43%-7.2pp | 276.60%-256.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $6,610 | $3,216+105.5% | $4,644+42.3% | $2,471+167.5% |
| Participant deferral / active EE | $12,821 | $5,680+125.7% | $6,842+87.4% | $3,740+242.8% |
| Admin fee / account holder | $3,080 | $6,053-49.1% | $9,309-66.9% | $5,306-42.0% |