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 | $201,845 | $81,233+148.5% | $155,567+29.7% | $80,874+149.6% |
| Participation rate | 97.2% | 66.2%+31.0pp | 78.2%+19.0pp | 67.6%+29.6pp |
| Annual return | 12.66% | 33.33%-20.7pp | 64.74%-52.1pp | 35.62%-23.0pp |
| Employer contribution / active EE | $7,193 | $3,101+132.0% | $4,674+53.9% | $2,756+161.0% |
| Participant deferral / active EE | $4,819 | $3,452+39.6% | $5,628-14.4% | $4,297+12.2% |
| Admin fee / account holder | $18,409 | $7,998+130.2% | $15,916+15.7% | $6,935+165.4% |