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 | $215,722 | $102,317+110.8% | $146,958+46.8% | $80,856+166.8% |
| Participation rate | 78.0% | 75.8%+2.2pp | 82.2%-4.2pp | 67.6%+10.4pp |
| Annual return | 18.98% | 134.76%-115.8pp | 418.34%-399.4pp | 35.59%-16.6pp |
| Employer contribution / active EE | $2,784 | $3,713-25.0% | $4,933-43.6% | $2,755+1.0% |
| Participant deferral / active EE | $5,366 | $6,644-19.2% | $8,070-33.5% | $4,296+24.9% |
| Admin fee / account holder | $11,918 | $7,941+50.1% | $12,998-8.3% | $6,918+72.3% |