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 | $203,321 | $56,054+262.7% | $171,082+18.8% | $62,891+223.3% |
| Participation rate | 98.5% | 62.9%+35.6pp | 76.7%+21.8pp | 69.3%+29.2pp |
| Annual return | 7.98% | 22.52%-14.5pp | 32.56%-24.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $9,249 | $1,731+434.3% | $4,002+131.1% | $2,281+305.5% |
| Participant deferral / active EE | $8,328 | $3,158+163.7% | $4,797+73.6% | $3,203+160.0% |
| Admin fee / account holder | $4,572 | $3,647+25.4% | $8,520-46.3% | $4,296+6.4% |