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 | $200,891 | $77,899+157.9% | $149,673+34.2% | $75,163+167.3% |
| Participation rate | 87.3% | 65.6%+21.7pp | 78.8%+8.5pp | 67.2%+20.1pp |
| Annual return | 16.05% | 31.72%-15.7pp | 134.42%-118.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $10,056 | $3,137+220.5% | $4,818+108.7% | $2,670+276.7% |
| Participant deferral / active EE | $4,918 | $3,411+44.2% | $5,680-13.4% | $4,125+19.2% |
| Admin fee / account holder | $6,067 | $5,956+1.9% | $13,210-54.1% | $5,651+7.4% |