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 | $230,157 | $102,317+124.9% | $146,958+56.6% | $80,856+184.6% |
| Participation rate | 91.7% | 75.8%+15.8pp | 82.2%+9.5pp | 67.6%+24.0pp |
| Annual return | 14.81% | 134.76%-120.0pp | 418.34%-403.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,125 | $3,713-15.8% | $4,933-36.7% | $2,755+13.4% |
| Participant deferral / active EE | $7,674 | $6,644+15.5% | $8,070-4.9% | $4,296+78.6% |
| Admin fee / account holder | $3,670 | $7,941-53.8% | $12,998-71.8% | $6,918-47.0% |