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 | $236,179 | $76,407+209.1% | $150,298+57.1% | $82,448+186.5% |
| Participation rate | 87.1% | 66.4%+20.7pp | 77.8%+9.3pp | 68.1%+19.0pp |
| Annual return | 18.05% | 39.99%-21.9pp | 62.79%-44.7pp | 41.64%-23.6pp |
| Employer contribution / active EE | $7,404 | $2,614+183.2% | $4,154+78.2% | $2,551+190.3% |
| Participant deferral / active EE | $9,351 | $3,214+190.9% | $5,453+71.5% | $4,139+125.9% |
| Admin fee / account holder | $1,610 | $6,352-74.7% | $14,116-88.6% | $7,234-77.7% |