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 | $223,475 | $88,672+152.0% | $105,223+112.4% | $82,448+171.1% |
| Participation rate | 89.7% | 67.9%+21.7pp | 75.0%+14.6pp | 68.1%+21.6pp |
| Annual return | 18.29% | 30.86%-12.6pp | 180.65%-162.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $13,793 | $3,048+352.5% | $3,689+273.9% | $2,551+440.7% |
| Participant deferral / active EE | $3,456 | $4,036-14.4% | $5,072-31.9% | $4,139-16.5% |
| Admin fee / account holder | $7,599 | $7,146+6.3% | $8,859-14.2% | $7,234+5.0% |