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 3-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 | $200,170 | $70,669+183.2% | $169,368+18.2% | $75,163+166.3% |
| Participation rate | 79.3% | 64.8%+14.5pp | 77.1%+2.2pp | 67.2%+12.1pp |
| Annual return | 15.70% | 36.36%-20.7pp | 405.60%-389.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,325 | $2,211+5.2% | $4,013-42.1% | $2,670-12.9% |
| Participant deferral / active EE | $7,117 | $4,311+65.1% | $6,221+14.4% | $4,125+72.5% |
| Admin fee / account holder | $9,703 | $5,402+79.6% | $9,003+7.8% | $5,651+71.7% |