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 | $202,829 | $109,881+84.6% | $150,045+35.2% | $84,808+139.2% |
| Participation rate | 82.8% | 76.1%+6.7pp | 82.3%+0.4pp | 68.3%+14.4pp |
| Annual return | 17.75% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $9,713 | $3,561+172.7% | $4,693+107.0% | $2,631+269.2% |
| Participant deferral / active EE | $6,444 | $6,636-2.9% | $7,997-19.4% | $4,212+53.0% |
| Admin fee / account holder | $33,502 | $8,568+291.0% | $13,435+149.4% | $7,344+356.2% |