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 | $223,164 | $100,773+121.5% | $88,946+150.9% | $142,382+56.7% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.8%+22.1pp | 80.1%+10.8pp |
| Annual return | 13.30% | 70.18%-56.9pp | 57.82%-44.5pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,646 | $2,918+25.0% | $2,555+42.7% | $4,299-15.2% |
| Participant deferral / active EE | $6,162 | $5,230+17.8% | $4,581+34.5% | $6,507-5.3% |
| Admin fee / account holder | $4,100 | $9,693-57.7% | $8,261-50.4% | $12,624-67.5% |