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 | $202,670 | $56,114+261.2% | $96,139+110.8% | $85,850+136.1% |
| Participation rate | 85.2% | 56.7%+28.5pp | 68.4%+16.8pp | 69.3%+15.9pp |
| Annual return | 14.77% | 42.30%-27.5pp | 191.94%-177.2pp | 318.53%-303.8pp |
| Employer contribution / active EE | $3,516 | $1,620+117.1% | $2,797+25.7% | $2,565+37.1% |
| Participant deferral / active EE | $7,947 | $2,859+177.9% | $4,349+82.7% | $3,952+101.1% |
| Admin fee / account holder | $660 | $3,768-82.5% | $5,537-88.1% | $6,260-89.4% |