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 | $206,803 | $76,407+170.7% | $150,298+37.6% | $82,448+150.8% |
| Participation rate | 91.7% | 66.4%+25.3pp | 77.8%+13.9pp | 68.1%+23.6pp |
| Annual return | 17.63% | 39.99%-22.4pp | 62.79%-45.2pp | 41.64%-24.0pp |
| Employer contribution / active EE | $6,366 | $2,614+143.5% | $4,154+53.3% | $2,551+149.6% |
| Participant deferral / active EE | $11,031 | $3,214+243.2% | $5,453+102.3% | $4,139+166.5% |
| Admin fee / account holder | $4,491 | $6,352-29.3% | $14,116-68.2% | $7,234-37.9% |