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 | $226,637 | $98,240+130.7% | $82,313+175.3% | $147,584+53.6% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 12.50% | 30.85%-18.4pp | 25.88%-13.4pp | 578.55%-566.1pp |
| Employer contribution / active EE | $12,177 | $3,192+281.5% | $2,428+401.5% | $4,876+149.7% |
| Participant deferral / active EE | $3,022 | $4,383-31.1% | $3,706-18.5% | $5,439-44.4% |
| Admin fee / account holder | $9,281 | $8,563+8.4% | $5,608+65.5% | $10,885-14.7% |