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 | $217,687 | $106,749+103.9% | $145,433+49.7% | $82,448+164.0% |
| Participation rate | 95.2% | 75.6%+19.6pp | 82.1%+13.1pp | 68.1%+27.2pp |
| Annual return | 14.88% | 27.59%-12.7pp | 66.58%-51.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $5,494 | $3,444+59.5% | $4,554+20.6% | $2,551+115.4% |
| Participant deferral / active EE | $14,190 | $6,519+117.7% | $7,897+79.7% | $4,139+242.8% |
| Admin fee / account holder | $9,647 | $8,390+15.0% | $13,129-26.5% | $7,234+33.3% |