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 | $196,019 | $47,479+312.9% | $62,929+211.5% | $82,448+137.7% |
| Participation rate | 91.7% | 66.9%+24.8pp | 73.1%+18.6pp | 68.1%+23.6pp |
| Annual return | 14.22% | 20.34%-6.1pp | 1063.93%-1049.7pp | 41.64%-27.4pp |
| Employer contribution / active EE | $4,763 | $1,885+152.7% | $2,505+90.2% | $2,551+86.7% |
| Participant deferral / active EE | $4,433 | $2,870+54.4% | $3,888+14.0% | $4,139+7.1% |
| Admin fee / account holder | $4,197 | $3,804+10.3% | $5,065-17.1% | $7,234-42.0% |