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 | $203,370 | $93,571+117.3% | $135,903+49.6% | $75,163+170.6% |
| Participation rate | 88.2% | 75.2%+13.1pp | 81.9%+6.3pp | 67.2%+21.0pp |
| Annual return | 16.67% | 30.90%-14.2pp | 68.23%-51.6pp | 160.62%-144.0pp |
| Employer contribution / active EE | $15,021 | $3,537+324.7% | $4,856+209.3% | $2,670+462.6% |
| Participant deferral / active EE | $13,527 | $6,404+111.2% | $7,758+74.4% | $4,125+227.9% |
| Admin fee / account holder | $20,988 | $6,975+200.9% | $10,762+95.0% | $5,651+271.4% |