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 | $194,775 | $71,050+174.1% | $93,606+108.1% | $80,856+140.9% |
| Participation rate | 80.0% | 60.4%+19.6pp | 68.7%+11.3pp | 67.6%+12.4pp |
| Annual return | 12.34% | 11.26%+1.1pp | 133.20%-120.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,514 | $1,564+60.8% | $2,420+3.9% | $2,755-8.8% |
| Participant deferral / active EE | $6,215 | $4,034+54.1% | $4,411+40.9% | $4,296+44.7% |
| Admin fee / account holder | $9,768 | $6,945+40.6% | $8,285+17.9% | $6,918+41.2% |