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 | $207,272 | $83,902+147.0% | $167,512+23.7% | $84,808+144.4% |
| Participation rate | 82.4% | 66.5%+15.9pp | 77.1%+5.3pp | 68.3%+14.0pp |
| Annual return | 16.40% | 91.55%-75.1pp | 1615.79%-1599.4pp | 40.90%-24.5pp |
| Employer contribution / active EE | $5,667 | $2,264+150.3% | $3,882+46.0% | $2,631+115.4% |
| Participant deferral / active EE | $6,765 | $4,442+52.3% | $6,405+5.6% | $4,212+60.6% |
| Admin fee / account holder | $26,416 | $7,915+233.7% | $9,769+170.4% | $7,344+259.7% |