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 | $202,079 | $48,364+317.8% | $71,796+181.5% | $62,891+221.3% |
| Participation rate | 82.1% | 60.6%+21.4pp | 69.1%+12.9pp | 69.3%+12.7pp |
| Annual return | 16.65% | 13.16%+3.5pp | 78.04%-61.4pp | 20.14%-3.5pp |
| Employer contribution / active EE | $4,084 | $1,042+292.0% | $1,924+112.2% | $2,281+79.1% |
| Participant deferral / active EE | $4,020 | $2,091+92.2% | $2,794+43.8% | $3,203+25.5% |
| Admin fee / account holder | $27,464 | $3,771+628.2% | $4,815+470.4% | $4,296+539.4% |