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 | $222,791 | $95,453+133.4% | $112,040+98.8% | $82,448+170.2% |
| Participation rate | 96.8% | 72.8%+24.0pp | 76.5%+20.3pp | 68.1%+28.7pp |
| Annual return | 13.26% | 23.92%-10.7pp | 24.52%-11.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $5,754 | $2,318+148.2% | $2,954+94.8% | $2,551+125.5% |
| Participant deferral / active EE | $4,851 | $4,224+14.8% | $5,098-4.8% | $4,139+17.2% |
| Admin fee / account holder | $24,915 | $9,013+176.4% | $12,098+105.9% | $7,234+244.4% |