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 | $223,820 | $137,414+62.9% | $189,513+18.1% | $85,850+160.7% |
| Participation rate | 89.2% | 84.6%+4.6pp | 87.8%+1.4pp | 69.3%+19.9pp |
| Annual return | 17.69% | 38.14%-20.5pp | 555.15%-537.5pp | 318.53%-300.8pp |
| Employer contribution / active EE | $33,233 | $4,344+665.0% | $6,162+439.4% | $2,565+1195.6% |
| Participant deferral / active EE | $18,220 | $6,260+191.1% | $8,221+121.6% | $3,952+361.1% |
| Admin fee / account holder | $3,229 | $8,630-62.6% | $12,045-73.2% | $6,260-48.4% |