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 | $201,900 | $91,190+121.4% | $178,490+13.1% | $79,858+152.8% |
| Participation rate | 89.7% | 69.2%+20.5pp | 81.9%+7.7pp | 69.6%+20.0pp |
| Annual return | 12.36% | 24.19%-11.8pp | 151.07%-138.7pp | 31.71%-19.4pp |
| Employer contribution / active EE | $4,801 | $3,256+47.5% | $5,011-4.2% | $2,471+94.3% |
| Participant deferral / active EE | $3,531 | $3,236+9.1% | $5,202-32.1% | $3,740-5.6% |
| Admin fee / account holder | $17,805 | $6,751+163.7% | $13,984+27.3% | $5,306+235.6% |