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 | $199,568 | $80,724+147.2% | $103,333+93.1% | $74,495+167.9% |
| Participation rate | 87.9% | 65.7%+22.2pp | 74.5%+13.3pp | 67.2%+20.7pp |
| Annual return | 12.88% | 27.56%-14.7pp | 24.88%-12.0pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $10,352 | $3,157+227.9% | $3,868+167.6% | $2,623+294.7% |
| Participant deferral / active EE | $4,530 | $3,860+17.4% | $5,057-10.4% | $4,346+4.2% |
| Admin fee / account holder | $8,156 | $2,368+244.4% | $8,355-2.4% | $1,942+320.0% |