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 | $231,620 | $102,317+126.4% | $146,958+57.6% | $80,856+186.5% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.2%+9.8pp | 67.6%+24.4pp |
| Annual return | 13.93% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $4,917 | $3,713+32.4% | $4,933-0.3% | $2,755+78.5% |
| Participant deferral / active EE | $6,790 | $6,644+2.2% | $8,070-15.9% | $4,296+58.1% |
| Admin fee / account holder | $2,653 | $7,941-66.6% | $12,998-79.6% | $6,918-61.7% |