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 | $202,632 | $114,381+77.2% | $107,525+88.5% | $142,382+42.3% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.1%+19.9pp | 80.1%+14.9pp |
| Annual return | 15.15% | 242.71%-227.6pp | 181.32%-166.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $8,474 | $4,015+111.1% | $3,754+125.8% | $4,299+97.1% |
| Participant deferral / active EE | $1,805 | $5,564-67.6% | $5,116-64.7% | $6,507-72.3% |
| Admin fee / account holder | $10,811 | $9,860+9.6% | $8,919+21.2% | $12,624-14.4% |