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 | $244,927 | $111,535+119.6% | $105,223+132.8% | $137,256+78.4% |
| Participation rate | 95.5% | 78.1%+17.4pp | 75.0%+20.4pp | 80.0%+15.5pp |
| Annual return | 18.32% | 237.85%-219.5pp | 180.65%-162.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $3,263 | $3,939-17.2% | $3,689-11.5% | $4,156-21.5% |
| Participant deferral / active EE | $6,204 | $5,500+12.8% | $5,072+22.3% | $6,407-3.2% |
| Admin fee / account holder | $328 | $9,721-96.6% | $8,859-96.3% | $12,270-97.3% |