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 | $200,028 | $109,881+82.0% | $150,045+33.3% | $84,808+135.9% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 14.99% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $4,587 | $3,561+28.8% | $4,693-2.3% | $2,631+74.3% |
| Participant deferral / active EE | $10,703 | $6,636+61.3% | $7,997+33.8% | $4,212+154.1% |
| Admin fee / account holder | $1,894 | $8,568-77.9% | $13,435-85.9% | $7,344-74.2% |