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 | $212,162 | $64,480+229.0% | $81,382+160.7% | $80,856+162.4% |
| Participation rate | 82.1% | 63.9%+18.3pp | 69.5%+12.7pp | 67.6%+14.5pp |
| Annual return | 13.07% | 16.34%-3.3pp | 24.73%-11.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,572 | $1,978+80.6% | $2,463+45.0% | $2,755+29.7% |
| Participant deferral / active EE | $4,690 | $3,094+51.6% | $3,883+20.8% | $4,296+9.2% |
| Admin fee / account holder | $9,692 | $5,671+70.9% | $5,768+68.0% | $6,918+40.1% |