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 | $227,540 | $91,407+148.9% | $135,903+67.4% | $71,457+218.4% |
| Participation rate | 83.5% | 75.7%+7.8pp | 81.9%+1.6pp | 67.9%+15.6pp |
| Annual return | 18.70% | 29.90%-11.2pp | 68.23%-49.5pp | 28.85%-10.2pp |
| Employer contribution / active EE | $6,842 | $3,703+84.8% | $4,856+40.9% | $2,588+164.4% |
| Participant deferral / active EE | $9,057 | $7,092+27.7% | $7,758+16.8% | $4,289+111.2% |
| Admin fee / account holder | $10,640 | $1,266+740.6% | $10,762-1.1% | $1,587+570.3% |