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 | $217,374 | $64,839+235.2% | $95,585+127.4% | $84,808+156.3% |
| Participation rate | 97.2% | 63.8%+33.4pp | 72.1%+25.1pp | 68.3%+28.9pp |
| Annual return | 18.17% | -670.96%+689.1pp | 38.56%-20.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $4,356 | $1,759+147.6% | $2,527+72.4% | $2,631+65.6% |
| Participant deferral / active EE | $9,939 | $2,965+235.2% | $4,023+147.1% | $4,212+136.0% |
| Admin fee / account holder | $1,185 | $5,964-80.1% | $6,127-80.7% | $7,344-83.9% |