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 | $230,117 | $96,635+138.1% | $86,612+165.7% | $139,434+65.0% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 16.08% | 106.41%-90.3pp | 591.07%-575.0pp | 372.94%-356.9pp |
| Employer contribution / active EE | $4,867 | $3,263+49.2% | $3,022+61.0% | $4,751+2.4% |
| Participant deferral / active EE | $9,632 | $4,836+99.2% | $4,438+117.1% | $6,710+43.5% |
| Admin fee / account holder | $5,647 | $6,408-11.9% | $5,614+0.6% | $11,403-50.5% |