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 | $217,279 | $25,014+768.6% | $69,647+212.0% | $80,856+168.7% |
| Participation rate | 95.1% | 64.2%+30.9pp | 66.5%+28.7pp | 67.6%+27.5pp |
| Annual return | 13.78% | 19.07%-5.3pp | 100.48%-86.7pp | 35.59%-21.8pp |
| Employer contribution / active EE | $4,151 | $993+318.0% | $1,712+142.4% | $2,755+50.7% |
| Participant deferral / active EE | $6,637 | $1,839+260.9% | $2,886+130.0% | $4,296+54.5% |
| Admin fee / account holder | $7,443 | $2,488+199.2% | $4,713+57.9% | $6,918+7.6% |