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 | $180,867 | $60,349+199.7% | $74,183+143.8% | $62,891+187.6% |
| Participation rate | 90.9% | 72.7%+18.2pp | 76.6%+14.3pp | 69.3%+21.6pp |
| Annual return | 8.88% | 21.37%-12.5pp | 17.74%-8.9pp | 20.14%-11.3pp |
| Employer contribution / active EE | $7,316 | $1,680+335.5% | $2,370+208.7% | $2,281+220.8% |
| Participant deferral / active EE | $7,632 | $2,856+167.2% | $3,550+115.0% | $3,203+138.3% |
| Admin fee / account holder | $788 | $4,261-81.5% | $5,586-85.9% | $4,296-81.7% |