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 | $208,457 | $76,552+172.3% | $123,892+68.3% | $62,891+231.5% |
| Participation rate | 97.5% | 73.0%+24.5pp | 81.4%+16.1pp | 69.3%+28.2pp |
| Annual return | 8.41% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $4,335 | $2,883+50.4% | $4,617-6.1% | $2,281+90.1% |
| Participant deferral / active EE | $9,392 | $4,840+94.1% | $5,984+57.0% | $3,203+193.2% |
| Admin fee / account holder | $10,341 | $4,826+114.3% | $8,357+23.7% | $4,296+140.7% |