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 | $203,166 | $89,753+126.4% | $107,525+88.9% | $84,808+139.6% |
| Participation rate | 96.3% | 68.1%+28.2pp | 75.1%+21.2pp | 68.3%+28.0pp |
| Annual return | 16.90% | 29.48%-12.6pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $4,223 | $3,113+35.6% | $3,754+12.5% | $2,631+60.5% |
| Participant deferral / active EE | $12,402 | $4,056+205.8% | $5,116+142.4% | $4,212+194.5% |
| Admin fee / account holder | $2,477 | $7,222-65.7% | $8,919-72.2% | $7,344-66.3% |