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 | $203,280 | $78,422+159.2% | $95,952+111.9% | $79,858+154.6% |
| Participation rate | 91.5% | 73.5%+18.0pp | 77.1%+14.5pp | 69.6%+21.9pp |
| Annual return | 16.69% | 19.37%-2.7pp | 91.61%-74.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $5,791 | $1,945+197.7% | $2,541+127.9% | $2,471+134.4% |
| Participant deferral / active EE | $10,096 | $3,440+193.5% | $4,167+142.3% | $3,740+169.9% |
| Admin fee / account holder | $3,818 | $5,622-32.1% | $6,795-43.8% | $5,306-28.0% |