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 | $221,452 | $95,416+132.1% | $185,823+19.2% | $85,850+158.0% |
| Participation rate | 89.7% | 68.8%+21.0pp | 81.7%+8.0pp | 69.3%+20.4pp |
| Annual return | 26.19% | 23.59%+2.6pp | 122.05%-95.9pp | 318.53%-292.3pp |
| Employer contribution / active EE | $10,915 | $3,314+229.4% | $5,167+111.2% | $2,565+325.5% |
| Participant deferral / active EE | $10,029 | $3,423+193.0% | $5,568+80.1% | $3,952+153.8% |
| Admin fee / account holder | $1,838 | $7,213-74.5% | $16,237-88.7% | $6,260-70.6% |