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 | $204,469 | $86,286+137.0% | $111,297+83.7% | $85,850+138.2% |
| Participation rate | 78.6% | 73.3%+5.2pp | 77.3%+1.3pp | 69.3%+9.3pp |
| Annual return | 13.49% | 19.99%-6.5pp | 54.65%-41.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,223 | $2,043+8.8% | $2,731-18.6% | $2,565-13.3% |
| Participant deferral / active EE | $10,893 | $3,641+199.2% | $4,487+142.7% | $3,952+175.6% |
| Admin fee / account holder | $14,076 | $8,188+71.9% | $7,964+76.7% | $6,260+124.9% |