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 | $212,301 | $91,552+131.9% | $133,956+58.5% | $79,858+165.8% |
| Participation rate | 80.8% | 73.3%+7.5pp | 79.8%+1.0pp | 69.6%+11.2pp |
| Annual return | 16.22% | 61.85%-45.6pp | 45.09%-28.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $20,764 | $2,384+771.2% | $3,919+429.9% | $2,471+740.4% |
| Participant deferral / active EE | $5,675 | $3,733+52.0% | $5,048+12.4% | $3,740+51.7% |
| Admin fee / account holder | $16,858 | $6,321+166.7% | $8,927+88.8% | $5,306+217.7% |