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 | $232,880 | $93,170+150.0% | $100,534+131.6% | $84,808+174.6% |
| Participation rate | 84.6% | 75.8%+8.8pp | 80.6%+4.0pp | 68.3%+16.3pp |
| Annual return | 15.87% | 47.13%-31.3pp | 32.66%-16.8pp | 40.90%-25.0pp |
| Employer contribution / active EE | $8,279 | $3,985+107.8% | $4,346+90.5% | $2,631+214.7% |
| Participant deferral / active EE | $7,972 | $5,699+39.9% | $6,144+29.8% | $4,212+89.3% |
| Admin fee / account holder | $4,448 | $7,382-39.8% | $7,654-41.9% | $7,344-39.4% |