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 | $215,016 | $105,181+104.4% | $159,436+34.9% | $85,850+150.5% |
| Participation rate | 86.4% | 75.8%+10.6pp | 82.8%+3.5pp | 69.3%+17.0pp |
| Annual return | 13.67% | 45.07%-31.4pp | 263.57%-249.9pp | 318.53%-304.9pp |
| Employer contribution / active EE | $3,076 | $3,318-7.3% | $4,829-36.3% | $2,565+19.9% |
| Participant deferral / active EE | $8,287 | $5,945+39.4% | $7,352+12.7% | $3,952+109.7% |
| Admin fee / account holder | $7,564 | $6,933+9.1% | $10,799-29.9% | $6,260+20.8% |