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 | $195,772 | $98,750+98.3% | $149,696+30.8% | $79,858+145.2% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+27.9pp |
| Annual return | 12.94% | 27.43%-14.5pp | 276.60%-263.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $9,610 | $3,216+198.8% | $4,644+106.9% | $2,471+288.9% |
| Participant deferral / active EE | $3,110 | $5,680-45.3% | $6,842-54.5% | $3,740-16.9% |
| Admin fee / account holder | $5,638 | $6,053-6.9% | $9,309-39.4% | $5,306+6.2% |