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 | $212,549 | $76,552+177.7% | $123,892+71.6% | $62,891+238.0% |
| Participation rate | 89.5% | 73.0%+16.5pp | 81.4%+8.1pp | 69.3%+20.2pp |
| Annual return | 7.86% | 18.68%-10.8pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $7,695 | $2,883+167.0% | $4,617+66.7% | $2,281+237.4% |
| Participant deferral / active EE | $10,619 | $4,840+119.4% | $5,984+77.4% | $3,203+231.5% |
| Admin fee / account holder | $685 | $4,826-85.8% | $8,357-91.8% | $4,296-84.1% |