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 | $217,597 | $105,181+106.9% | $159,436+36.5% | $85,850+153.5% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.8%+10.5pp | 69.3%+24.0pp |
| Annual return | 14.24% | 45.07%-30.8pp | 263.57%-249.3pp | 318.53%-304.3pp |
| Employer contribution / active EE | $6,951 | $3,318+109.5% | $4,829+43.9% | $2,565+171.0% |
| Participant deferral / active EE | $7,183 | $5,945+20.8% | $7,352-2.3% | $3,952+81.8% |
| Admin fee / account holder | $1,515 | $6,933-78.1% | $10,799-86.0% | $6,260-75.8% |