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 | $144,890 | $82,032+76.6% | $123,104+17.7% | $59,632+143.0% |
| Participation rate | 91.7% | 83.2%+8.5pp | 86.8%+4.9pp | 68.7%+23.0pp |
| Annual return | 12.93% | 5.12%+7.8pp | 13.22%-0.3pp | 2041.28%-2028.4pp |
| Employer contribution / active EE | $17,698 | $3,297+436.8% | $5,151+243.6% | $2,203+703.5% |
| Participant deferral / active EE | $15,628 | $4,667+234.9% | $6,230+150.9% | $3,192+389.7% |
| Admin fee / account holder | $13,664 | $5,881+132.4% | $9,015+51.6% | $4,297+218.0% |