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 | $200,558 | $109,817+82.6% | $98,442+103.7% | $167,490+19.7% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 11.46% | 1956.69%-1945.2pp | 1492.73%-1481.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $19,203 | $3,224+495.6% | $2,960+548.8% | $4,837+297.0% |
| Participant deferral / active EE | $12,506 | $4,673+167.6% | $4,276+192.4% | $6,341+97.2% |
| Admin fee / account holder | $1,137 | $6,753-83.2% | $5,949-80.9% | $12,309-90.8% |