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 | $211,966 | $91,190+132.4% | $178,490+18.8% | $79,858+165.4% |
| Participation rate | 83.3% | 69.2%+14.1pp | 81.9%+1.4pp | 69.6%+13.7pp |
| Annual return | 12.64% | 24.19%-11.5pp | 151.07%-138.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,822 | $3,256-13.3% | $5,011-43.7% | $2,471+14.2% |
| Participant deferral / active EE | $7,081 | $3,236+118.8% | $5,202+36.1% | $3,740+89.3% |
| Admin fee / account holder | $8,607 | $6,751+27.5% | $13,984-38.5% | $5,306+62.2% |