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 | $237,712 | $76,552+210.5% | $123,892+91.9% | $62,891+278.0% |
| Participation rate | 94.7% | 73.0%+21.8pp | 81.4%+13.3pp | 69.3%+25.4pp |
| Annual return | 6.77% | 18.68%-11.9pp | 47.52%-40.7pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,192 | $2,883-24.0% | $4,617-52.5% | $2,281-3.9% |
| Participant deferral / active EE | $7,880 | $4,840+62.8% | $5,984+31.7% | $3,203+146.0% |
| Admin fee / account holder | $486 | $4,826-89.9% | $8,357-94.2% | $4,296-88.7% |