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 | $212,629 | $109,881+93.5% | $150,045+41.7% | $84,808+150.7% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 15.22% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $5,247 | $3,561+47.3% | $4,693+11.8% | $2,631+99.4% |
| Participant deferral / active EE | $12,229 | $6,636+84.3% | $7,997+52.9% | $4,212+190.4% |
| Admin fee / account holder | $9,059 | $8,568+5.7% | $13,435-32.6% | $7,344+23.4% |