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 | $223,541 | $74,888+198.5% | $71,209+213.9% | $142,382+57.0% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 19.94% | 345.14%-325.2pp | 282.51%-262.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,229 | $2,854-21.9% | $2,721-18.1% | $4,299-48.2% |
| Participant deferral / active EE | $5,971 | $4,454+34.0% | $4,175+43.0% | $6,507-8.2% |
| Admin fee / account holder | $2,294 | $5,568-58.8% | $5,349-57.1% | $12,624-81.8% |