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 | $235,075 | $95,416+146.4% | $185,823+26.5% | $85,850+173.8% |
| Participation rate | 88.0% | 68.8%+19.2pp | 81.7%+6.3pp | 69.3%+18.7pp |
| Annual return | 19.52% | 23.59%-4.1pp | 122.05%-102.5pp | 318.53%-299.0pp |
| Employer contribution / active EE | $8,286 | $3,314+150.1% | $5,167+60.4% | $2,565+223.0% |
| Participant deferral / active EE | $11,182 | $3,423+226.6% | $5,568+100.8% | $3,952+183.0% |
| Admin fee / account holder | $598 | $7,213-91.7% | $16,237-96.3% | $6,260-90.4% |