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 | $231,409 | $58,523+295.4% | $99,443+132.7% | $72,985+217.1% |
| Participation rate | 91.5% | 64.6%+26.9pp | 73.8%+17.7pp | 69.5%+22.0pp |
| Annual return | 22.30% | 28.51%-6.2pp | 30.72%-8.4pp | 81.00%-58.7pp |
| Employer contribution / active EE | $7,484 | $1,512+395.0% | $2,540+194.7% | $2,440+206.8% |
| Participant deferral / active EE | $4,909 | $2,606+88.4% | $3,619+35.7% | $3,607+36.1% |
| Admin fee / account holder | $7,250 | $4,102+76.8% | $6,250+16.0% | $5,124+41.5% |