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 | $211,195 | $123,793+70.6% | $177,821+18.8% | $79,858+164.5% |
| Participation rate | 97.9% | 84.7%+13.2pp | 87.7%+10.2pp | 69.6%+28.2pp |
| Annual return | 13.09% | 22.82%-9.7pp | 48.32%-35.2pp | 31.71%-18.6pp |
| Employer contribution / active EE | $14,946 | $4,095+265.0% | $5,918+152.5% | $2,471+504.9% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $11,907 | $7,243+64.4% | $12,427-4.2% | $5,306+124.4% |