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 | $237,713 | $95,803+148.1% | $113,168+110.1% | $84,808+180.3% |
| Participation rate | 90.7% | 72.9%+17.9pp | 76.6%+14.2pp | 68.3%+22.4pp |
| Annual return | 17.23% | 25.00%-7.8pp | 24.27%-7.0pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,127 | $2,360-9.9% | $2,975-28.5% | $2,631-19.1% |
| Participant deferral / active EE | $12,879 | $4,242+203.6% | $5,107+152.2% | $4,212+205.8% |
| Admin fee / account holder | $17,996 | $8,989+100.2% | $12,068+49.1% | $7,344+145.1% |