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 | $241,210 | $137,414+75.5% | $189,513+27.3% | $85,850+181.0% |
| Participation rate | 91.8% | 84.6%+7.2pp | 87.8%+4.0pp | 69.3%+22.5pp |
| Annual return | 12.79% | 38.14%-25.4pp | 555.15%-542.4pp | 318.53%-305.7pp |
| Employer contribution / active EE | $6,243 | $4,344+43.7% | $6,162+1.3% | $2,565+143.4% |
| Participant deferral / active EE | $7,196 | $6,260+14.9% | $8,221-12.5% | $3,952+82.1% |
| Admin fee / account holder | $7,717 | $8,630-10.6% | $12,045-35.9% | $6,260+23.3% |