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 | $211,729 | $77,813+172.1% | $123,544+71.4% | $64,186+229.9% |
| Participation rate | 97.6% | 74.7%+22.9pp | 82.3%+15.3pp | 69.6%+28.0pp |
| Annual return | -5.27% | 12.48%-17.8pp | 119.20%-124.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $7,564 | $3,014+151.0% | $4,628+63.4% | $2,381+217.7% |
| Participant deferral / active EE | $6,197 | $5,240+18.3% | $6,426-3.5% | $3,470+78.6% |
| Admin fee / account holder | $6,234 | $5,519+13.0% | $9,284-32.9% | $4,888+27.5% |