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 | $212,777 | $76,407+178.5% | $150,298+41.6% | $82,448+158.1% |
| Participation rate | 85.2% | 66.4%+18.8pp | 77.8%+7.4pp | 68.1%+17.1pp |
| Annual return | 14.23% | 39.99%-25.8pp | 62.79%-48.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $6,912 | $2,614+164.4% | $4,154+66.4% | $2,551+171.0% |
| Participant deferral / active EE | $4,483 | $3,214+39.5% | $5,453-17.8% | $4,139+8.3% |
| Admin fee / account holder | $3,277 | $6,352-48.4% | $14,116-76.8% | $7,234-54.7% |