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 | $80,717+156.2% | $154,803+33.6% | $84,808+143.8% |
| Participation rate | 91.7% | 66.8%+24.9pp | 78.1%+13.6pp | 68.3%+23.4pp |
| Annual return | 17.63% | 37.96%-20.3pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $6,366 | $2,761+130.6% | $4,305+47.9% | $2,631+142.0% |
| Participant deferral / active EE | $11,031 | $3,303+233.9% | $5,540+99.1% | $4,212+161.9% |
| Admin fee / account holder | $4,491 | $6,746-33.4% | $14,329-68.7% | $7,344-38.8% |