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 | $230,027 | $58,512+293.1% | $84,015+173.8% | $72,985+215.2% |
| Participation rate | 79.1% | 61.2%+17.9pp | 69.0%+10.1pp | 69.5%+9.6pp |
| Annual return | 19.78% | 28.93%-9.2pp | 71.31%-51.5pp | 81.00%-61.2pp |
| Employer contribution / active EE | $2,229 | $1,163+91.6% | $1,983+12.4% | $2,440-8.7% |
| Participant deferral / active EE | $6,290 | $2,394+162.8% | $3,239+94.2% | $3,607+74.4% |
| Admin fee / account holder | $6,742 | $4,569+47.6% | $6,101+10.5% | $5,124+31.6% |