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 | $231,799 | $232,540-0.3% | $185,117+25.2% | $147,584+57.1% |
| Participation rate | 94.7% | 82.4%+12.4pp | 77.3%+17.5pp | 82.8%+11.9pp |
| Annual return | 18.32% | 43.03%-24.7pp | 40.50%-22.2pp | 578.55%-560.2pp |
| Employer contribution / active EE | $4,737 | $5,195-8.8% | $4,182+13.3% | $4,876-2.9% |
| Participant deferral / active EE | $12,787 | $5,834+119.2% | $5,045+153.5% | $5,439+135.1% |
| Admin fee / account holder | $2,200 | $10,275-78.6% | $8,159-73.0% | $10,885-79.8% |