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 | $230,676 | $99,918+130.9% | $81,382+183.5% | $145,922+58.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 8.84% | 34.32%-25.5pp | 24.73%-15.9pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,665 | $2,978-44.1% | $2,463-32.4% | $4,660-64.3% |
| Participant deferral / active EE | $6,703 | $4,605+45.6% | $3,883+72.6% | $6,688+0.2% |
| Admin fee / account holder | $11,220 | $8,212+36.6% | $5,768+94.5% | $13,397-16.3% |