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 | $205,511 | $77,314+165.8% | $177,989+15.5% | $80,856+154.2% |
| Participation rate | 81.0% | 65.7%+15.3pp | 77.1%+3.9pp | 67.6%+13.3pp |
| Annual return | 14.07% | 18.09%-4.0pp | 294.48%-280.4pp | 35.59%-21.5pp |
| Employer contribution / active EE | $6,161 | $2,292+168.8% | $3,949+56.0% | $2,755+123.7% |
| Participant deferral / active EE | $8,916 | $4,411+102.1% | $6,276+42.1% | $4,296+107.5% |
| Admin fee / account holder | $8,674 | $7,191+20.6% | $10,363-16.3% | $6,918+25.4% |