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 | $200,020 | $94,625+111.4% | $116,228+72.1% | $84,808+135.9% |
| Participation rate | 89.5% | 70.4%+19.0pp | 74.6%+14.9pp | 68.3%+21.2pp |
| Annual return | 14.21% | 20.40%-6.2pp | 90.06%-75.8pp | 40.90%-26.7pp |
| Employer contribution / active EE | $6,947 | $2,347+196.0% | $2,994+132.0% | $2,631+164.0% |
| Participant deferral / active EE | $6,291 | $3,972+58.4% | $4,953+27.0% | $4,212+49.4% |
| Admin fee / account holder | $5,542 | $10,091-45.1% | $11,989-53.8% | $7,344-24.5% |