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 | $200,359 | $101,724+97.0% | $164,813+21.6% | $80,856+147.8% |
| Participation rate | 89.9% | 71.8%+18.0pp | 78.6%+11.3pp | 67.6%+22.2pp |
| Annual return | 10.74% | 16.72%-6.0pp | 69.93%-59.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $3,258 | $2,953+10.3% | $4,341-24.9% | $2,755+18.3% |
| Participant deferral / active EE | $7,394 | $4,477+65.1% | $6,031+22.6% | $4,296+72.1% |
| Admin fee / account holder | $23,601 | $8,227+186.9% | $12,690+86.0% | $6,918+241.1% |