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 | $227,319 | $96,635+135.2% | $86,612+162.5% | $139,434+63.0% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 17.94% | 106.41%-88.5pp | 591.07%-573.1pp | 372.94%-355.0pp |
| Employer contribution / active EE | $11,232 | $3,263+244.2% | $3,022+271.6% | $4,751+136.4% |
| Participant deferral / active EE | $4,754 | $4,836-1.7% | $4,438+7.1% | $6,710-29.1% |
| Admin fee / account holder | $33,627 | $6,408+424.8% | $5,614+499.0% | $11,403+194.9% |