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 | $201,530 | $80,717+149.7% | $154,803+30.2% | $84,808+137.6% |
| Participation rate | 87.5% | 66.8%+20.7pp | 78.1%+9.4pp | 68.3%+19.2pp |
| Annual return | 19.91% | 37.96%-18.1pp | 58.88%-39.0pp | 40.90%-21.0pp |
| Employer contribution / active EE | $9,667 | $2,761+250.1% | $4,305+124.5% | $2,631+267.4% |
| Participant deferral / active EE | $7,819 | $3,303+136.7% | $5,540+41.1% | $4,212+85.7% |
| Admin fee / account holder | $1,504 | $6,746-77.7% | $14,329-89.5% | $7,344-79.5% |