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 | $201,008 | $81,248+147.4% | $155,509+29.3% | $80,856+148.6% |
| Participation rate | 98.7% | 66.2%+32.5pp | 78.2%+20.5pp | 67.6%+31.1pp |
| Annual return | 11.56% | 33.31%-21.8pp | 64.67%-53.1pp | 35.59%-24.0pp |
| Employer contribution / active EE | $10,605 | $3,100+242.1% | $4,672+127.0% | $2,755+285.0% |
| Participant deferral / active EE | $8,365 | $3,452+142.4% | $5,626+48.7% | $4,296+94.7% |
| Admin fee / account holder | $10,105 | $7,997+26.4% | $15,912-36.5% | $6,918+46.1% |