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 | $235,691 | $81,248+190.1% | $155,509+51.6% | $80,856+191.5% |
| Participation rate | 96.9% | 66.2%+30.6pp | 78.2%+18.7pp | 67.6%+29.2pp |
| Annual return | 15.10% | 33.31%-18.2pp | 64.67%-49.6pp | 35.59%-20.5pp |
| Employer contribution / active EE | $5,946 | $3,100+91.8% | $4,672+27.3% | $2,755+115.8% |
| Participant deferral / active EE | $11,291 | $3,452+227.1% | $5,626+100.7% | $4,296+162.8% |
| Admin fee / account holder | $8,910 | $7,997+11.4% | $15,912-44.0% | $6,918+28.8% |