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 | $204,076 | $78,422+160.2% | $95,952+112.7% | $79,858+155.5% |
| Participation rate | 76.9% | 73.5%+3.4pp | 77.1%-0.2pp | 69.6%+7.3pp |
| Annual return | 27.78% | 19.37%+8.4pp | 91.61%-63.8pp | 31.71%-3.9pp |
| Employer contribution / active EE | $2,864 | $1,945+47.3% | $2,541+12.7% | $2,471+15.9% |
| Participant deferral / active EE | $4,866 | $3,440+41.5% | $4,167+16.8% | $3,740+30.1% |
| Admin fee / account holder | $13,392 | $5,622+138.2% | $6,795+97.1% | $5,306+152.4% |