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 | $211,928 | $109,881+92.9% | $150,045+41.2% | $84,808+149.9% |
| Participation rate | 81.0% | 76.1%+4.9pp | 82.3%-1.4pp | 68.3%+12.6pp |
| Annual return | 30.06% | 28.25%+1.8pp | 62.55%-32.5pp | 40.90%-10.8pp |
| Employer contribution / active EE | $5,816 | $3,561+63.3% | $4,693+23.9% | $2,631+121.0% |
| Participant deferral / active EE | $12,340 | $6,636+86.0% | $7,997+54.3% | $4,212+193.0% |
| Admin fee / account holder | $2,190 | $8,568-74.4% | $13,435-83.7% | $7,344-70.2% |