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 | $197,842 | $77,634+154.8% | $156,549+26.4% | $62,891+214.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 17.70% | 50.32%-32.6pp | 32.23%-14.5pp | 20.14%-2.4pp |
| Employer contribution / active EE | $9,665 | $3,444+180.7% | $5,501+75.7% | $2,281+323.7% |
| Participant deferral / active EE | $4,623 | $3,045+51.8% | $4,871-5.1% | $3,203+44.3% |
| Admin fee / account holder | $17,024 | $5,561+206.1% | $13,027+30.7% | $4,296+296.3% |