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 | $212,996 | $102,317+108.2% | $146,958+44.9% | $80,856+163.4% |
| Participation rate | 77.8% | 75.8%+1.9pp | 82.2%-4.4pp | 67.6%+10.1pp |
| Annual return | 18.96% | 134.76%-115.8pp | 418.34%-399.4pp | 35.59%-16.6pp |
| Employer contribution / active EE | $1,570 | $3,713-57.7% | $4,933-68.2% | $2,755-43.0% |
| Participant deferral / active EE | $12,720 | $6,644+91.5% | $8,070+57.6% | $4,296+196.1% |
| Admin fee / account holder | $15,924 | $7,941+100.5% | $12,998+22.5% | $6,918+130.2% |