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 | $229,441 | $57,354+300.0% | $83,848+173.6% | $64,186+257.5% |
| Participation rate | 93.9% | 68.6%+25.3pp | 76.1%+17.8pp | 69.6%+24.4pp |
| Annual return | 13.32% | 11.38%+1.9pp | 850.88%-837.6pp | 7.63%+5.7pp |
| Employer contribution / active EE | $4,506 | $2,545+77.0% | $3,631+24.1% | $2,381+89.3% |
| Participant deferral / active EE | $1,399 | $2,993-53.3% | $4,082-65.7% | $3,470-59.7% |
| Admin fee / account holder | $741 | $4,046-81.7% | $5,478-86.5% | $4,888-84.8% |