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 | $190,794 | $63,346+201.2% | $92,233+106.9% | $70,131+172.1% |
| Participation rate | 70.2% | 68.7%+1.5pp | 76.5%-6.3pp | 69.5%+0.6pp |
| Annual return | 16.48% | 530.12%-513.6pp | 176.28%-159.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $6,266 | $2,471+153.6% | $3,679+70.3% | $2,342+167.5% |
| Participant deferral / active EE | $3,386 | $2,854+18.7% | $3,897-13.1% | $3,332+1.6% |
| Admin fee / account holder | $5,195 | $3,840+35.3% | $5,1940% | $4,645+11.8% |