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 | $230,597 | $114,381+101.6% | $107,525+114.5% | $142,382+62.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.20% | 242.71%-222.5pp | 181.32%-161.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,730 | $4,015-32.0% | $3,754-27.3% | $4,299-36.5% |
| Participant deferral / active EE | $8,724 | $5,564+56.8% | $5,116+70.5% | $6,507+34.1% |
| Admin fee / account holder | $4,682 | $9,860-52.5% | $8,919-47.5% | $12,624-62.9% |