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 | $220,475 | $81,460+170.7% | $103,333+113.4% | $80,856+172.7% |
| Participation rate | 81.8% | 66.8%+15.0pp | 74.5%+7.3pp | 67.6%+14.2pp |
| Annual return | 16.13% | 25.55%-9.4pp | 24.88%-8.8pp | 35.59%-19.5pp |
| Employer contribution / active EE | $4,168 | $3,105+34.2% | $3,868+7.8% | $2,755+51.3% |
| Participant deferral / active EE | $6,850 | $3,869+77.1% | $5,057+35.4% | $4,296+59.5% |
| Admin fee / account holder | $1,210 | $6,566-81.6% | $8,355-85.5% | $6,918-82.5% |