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 | $231,556 | $123,909+86.9% | $69,647+232.5% | $145,922+58.7% |
| Participation rate | 75.0% | 69.2%+5.8pp | 66.5%+8.5pp | 80.3%-5.3pp |
| Annual return | 11.58% | 190.55%-179.0pp | 100.48%-88.9pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,031 | $2,682-61.6% | $1,712-39.8% | $4,660-77.9% |
| Participant deferral / active EE | $7,181 | $4,236+69.5% | $2,886+148.8% | $6,688+7.4% |
| Admin fee / account holder | $147,772 | $7,863+1779.4% | $4,713+3035.5% | $13,397+1003.0% |