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 | $188,547 | $61,605+206.1% | $112,229+68.0% | $75,163+150.8% |
| Participation rate | 93.2% | 61.7%+31.5pp | 72.4%+20.8pp | 67.2%+26.0pp |
| Annual return | 17.12% | 28.47%-11.4pp | 30.20%-13.1pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,983 | $2,015+48.0% | $3,430-13.0% | $2,670+11.7% |
| Participant deferral / active EE | $7,956 | $3,108+156.0% | $4,798+65.8% | $4,125+92.9% |
| Admin fee / account holder | $6,250 | $4,862+28.5% | $7,748-19.3% | $5,651+10.6% |