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 | $220,481 | $70,428+213.1% | $96,562+128.3% | $85,850+156.8% |
| Participation rate | 96.1% | 61.8%+34.3pp | 69.8%+26.3pp | 69.3%+26.8pp |
| Annual return | 25.86% | 18.59%+7.3pp | 37.78%-11.9pp | 318.53%-292.7pp |
| Employer contribution / active EE | $13,897 | $1,413+883.5% | $2,356+489.7% | $2,565+441.8% |
| Participant deferral / active EE | $9,181 | $2,894+217.3% | $3,849+138.5% | $3,952+132.3% |
| Admin fee / account holder | $152,501 | $4,997+2952.0% | $6,181+2367.3% | $6,260+2336.2% |