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 | $229,155 | $94,625+142.2% | $116,228+97.2% | $84,808+170.2% |
| Participation rate | 91.9% | 70.4%+21.4pp | 74.6%+17.3pp | 68.3%+23.6pp |
| Annual return | 12.85% | 20.40%-7.6pp | 90.06%-77.2pp | 40.90%-28.0pp |
| Employer contribution / active EE | $756 | $2,347-67.8% | $2,994-74.8% | $2,631-71.3% |
| Participant deferral / active EE | $5,370 | $3,972+35.2% | $4,953+8.4% | $4,212+27.5% |
| Admin fee / account holder | $1,065 | $10,091-89.4% | $11,989-91.1% | $7,344-85.5% |