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 | $203,694 | $72,071+182.6% | $68,368+197.9% | $137,256+48.4% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.0%+11.7pp |
| Annual return | 18.46% | 353.14%-334.7pp | 292.57%-274.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $9,657 | $2,788+246.4% | $2,649+264.6% | $4,156+132.4% |
| Participant deferral / active EE | $14,607 | $4,410+231.2% | $4,123+254.3% | $6,407+128.0% |
| Admin fee / account holder | $26,869 | $5,336+403.6% | $5,150+421.8% | $12,270+119.0% |