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 | $201,208 | $87,037+131.2% | $106,201+89.5% | $80,874+148.8% |
| Participation rate | 94.1% | 70.4%+23.7pp | 75.3%+18.8pp | 67.6%+26.5pp |
| Annual return | 10.70% | 17.05%-6.4pp | 116.26%-105.6pp | 35.62%-24.9pp |
| Employer contribution / active EE | $3,056 | $2,396+27.5% | $3,170-3.6% | $2,756+10.9% |
| Participant deferral / active EE | $7,405 | $3,986+85.8% | $5,012+47.7% | $4,297+72.3% |
| Admin fee / account holder | $6,154 | $8,434-27.0% | $11,039-44.3% | $6,935-11.3% |