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 | $207,018 | $89,753+130.7% | $107,525+92.5% | $84,808+144.1% |
| Participation rate | 81.0% | 68.1%+12.9pp | 75.1%+5.9pp | 68.3%+12.6pp |
| Annual return | 13.97% | 29.48%-15.5pp | 181.32%-167.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,275 | $3,113-59.1% | $3,754-66.0% | $2,631-51.6% |
| Participant deferral / active EE | $8,425 | $4,056+107.7% | $5,116+64.7% | $4,212+100.0% |
| Admin fee / account holder | $25,016 | $7,222+246.4% | $8,919+180.5% | $7,344+240.6% |