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 | $229,537 | $118,680+93.4% | $98,907+132.1% | $158,922+44.4% |
| Participation rate | 92.3% | 77.8%+14.5pp | 76.0%+16.3pp | 82.0%+10.3pp |
| Annual return | 15.10% | 372.35%-357.3pp | 196.43%-181.3pp | 302.83%-287.7pp |
| Employer contribution / active EE | $4,267 | $3,333+28.0% | $2,689+58.7% | $4,761-10.4% |
| Participant deferral / active EE | $8,893 | $5,088+74.8% | $4,244+109.5% | $5,982+48.7% |
| Admin fee / account holder | $3,885 | $10,131-61.7% | $6,642-41.5% | $11,246-65.5% |