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 | $233,896 | $101,724+129.9% | $164,813+41.9% | $80,856+189.3% |
| Participation rate | 97.4% | 71.8%+25.6pp | 78.6%+18.8pp | 67.6%+29.8pp |
| Annual return | 10.75% | 16.72%-6.0pp | 69.93%-59.2pp | 35.59%-24.8pp |
| Employer contribution / active EE | $4,750 | $2,953+60.8% | $4,341+9.4% | $2,755+72.4% |
| Participant deferral / active EE | $11,604 | $4,477+159.2% | $6,031+92.4% | $4,296+170.1% |
| Admin fee / account holder | $5,387 | $8,227-34.5% | $12,690-57.5% | $6,918-22.1% |