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 | $87,013+131.2% | $106,213+89.4% | $80,856+148.8% |
| Participation rate | 94.1% | 70.4%+23.7pp | 75.3%+18.8pp | 67.6%+26.5pp |
| Annual return | 10.70% | 17.05%-6.3pp | 116.14%-105.4pp | 35.59%-24.9pp |
| Employer contribution / active EE | $3,056 | $2,395+27.6% | $3,171-3.6% | $2,755+10.9% |
| Participant deferral / active EE | $7,405 | $3,986+85.8% | $5,016+47.6% | $4,296+72.4% |
| Admin fee / account holder | $6,154 | $8,431-27.0% | $11,033-44.2% | $6,918-11.0% |