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 | $208,890 | $77,899+168.2% | $149,673+39.6% | $75,163+177.9% |
| Participation rate | 92.9% | 65.6%+27.3pp | 78.8%+14.1pp | 67.2%+25.7pp |
| Annual return | 18.16% | 31.72%-13.6pp | 134.42%-116.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $6,602 | $3,137+110.4% | $4,818+37.0% | $2,670+147.3% |
| Participant deferral / active EE | $5,033 | $3,411+47.5% | $5,680-11.4% | $4,125+22.0% |
| Admin fee / account holder | $947 | $5,956-84.1% | $13,210-92.8% | $5,651-83.2% |