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 | $239,197 | $72,277+230.9% | $101,248+136.2% | $79,858+199.5% |
| Participation rate | 80.0% | 68.5%+11.5pp | 75.8%+4.2pp | 69.6%+10.4pp |
| Annual return | 13.44% | 22.30%-8.9pp | 46.47%-33.0pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,435 | $2,692-46.7% | $3,660-60.8% | $2,471-41.9% |
| Participant deferral / active EE | $7,988 | $3,282+143.4% | $4,370+82.8% | $3,740+113.6% |
| Admin fee / account holder | $1,188 | $4,400-73.0% | $5,945-80.0% | $5,306-77.6% |