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 | $213,998 | $91,538+133.8% | $129,995+64.6% | $75,163+184.7% |
| Participation rate | 95.0% | 71.4%+23.6pp | 78.5%+16.5pp | 67.2%+27.8pp |
| Annual return | 20.91% | -631.11%+652.0pp | -137.18%+158.1pp | 160.62%-139.7pp |
| Employer contribution / active EE | $4,999 | $2,845+75.7% | $4,320+15.7% | $2,670+87.3% |
| Participant deferral / active EE | $4,088 | $4,341-5.8% | $5,820-29.8% | $4,125-0.9% |
| Admin fee / account holder | $2,950 | $6,790-56.6% | $10,614-72.2% | $5,651-47.8% |