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 | $191,772 | $107,934+77.7% | $91,989+108.5% | $152,861+25.5% |
| Participation rate | 90.9% | 81.2%+9.7pp | 78.6%+12.3pp | 82.4%+8.5pp |
| Annual return | 26.14% | 89.24%-63.1pp | 69.02%-42.9pp | 345.32%-319.2pp |
| Employer contribution / active EE | $17,753 | $4,210+321.7% | $3,452+414.3% | $4,762+272.8% |
| Participant deferral / active EE | $15,023 | $6,364+136.1% | $5,923+153.6% | $5,850+156.8% |
| Admin fee / account holder | $13,598 | $10,520+29.3% | $7,743+75.6% | $11,596+17.3% |