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 | $203,039 | $99,957+103.1% | $149,696+35.6% | $73,488+176.3% |
| Participation rate | 99.0% | 75.7%+23.3pp | 82.5%+16.5pp | 70.7%+28.3pp |
| Annual return | 15.69% | 53.87%-38.2pp | 276.60%-260.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $6,843 | $3,191+114.5% | $4,644+47.4% | $2,270+201.5% |
| Participant deferral / active EE | $8,840 | $6,073+45.6% | $6,842+29.2% | $3,740+136.4% |
| Admin fee / account holder | $10,337 | $551+1777.1% | $9,309+11.0% | $513+1914.7% |