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 | $240,913 | $108,825+121.4% | $156,181+54.3% | $82,448+192.2% |
| Participation rate | 91.2% | 72.4%+18.8pp | 78.8%+12.3pp | 68.1%+23.1pp |
| Annual return | 14.49% | 20.59%-6.1pp | 64.87%-50.4pp | 41.64%-27.1pp |
| Employer contribution / active EE | $7,983 | $2,870+178.2% | $4,294+85.9% | $2,551+213.0% |
| Participant deferral / active EE | $6,483 | $4,577+41.6% | $6,132+5.7% | $4,139+56.6% |
| Admin fee / account holder | $11,902 | $9,341+27.4% | $14,586-18.4% | $7,234+64.5% |