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 | $233,825 | $81,248+187.8% | $155,509+50.4% | $80,856+189.2% |
| Participation rate | 89.5% | 66.2%+23.2pp | 78.2%+11.3pp | 67.6%+21.8pp |
| Annual return | 12.61% | 33.31%-20.7pp | 64.67%-52.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,805 | $3,100-9.5% | $4,672-40.0% | $2,755+1.8% |
| Participant deferral / active EE | $8,858 | $3,452+156.6% | $5,626+57.4% | $4,296+106.2% |
| Admin fee / account holder | $5,146 | $7,997-35.7% | $15,912-67.7% | $6,918-25.6% |