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 | $205,198 | $106,749+92.2% | $145,433+41.1% | $82,448+148.9% |
| Participation rate | 93.8% | 75.6%+18.1pp | 82.1%+11.6pp | 68.1%+25.7pp |
| Annual return | 18.23% | 27.59%-9.4pp | 66.58%-48.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $4,237 | $3,444+23.0% | $4,554-7.0% | $2,551+66.1% |
| Participant deferral / active EE | $10,638 | $6,519+63.2% | $7,897+34.7% | $4,139+157.0% |
| Admin fee / account holder | $7,604 | $8,390-9.4% | $13,129-42.1% | $7,234+5.1% |