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 | $213,627 | $45,073+374.0% | $69,455+207.6% | $72,985+192.7% |
| Participation rate | 96.4% | 68.5%+27.9pp | 74.6%+21.8pp | 69.5%+26.9pp |
| Annual return | 20.08% | 22.65%-2.6pp | 28.97%-8.9pp | 81.00%-60.9pp |
| Employer contribution / active EE | $10,290 | $2,054+401.0% | $2,779+270.3% | $2,440+321.7% |
| Participant deferral / active EE | $11,092 | $2,602+326.3% | $3,535+213.7% | $3,607+207.5% |
| Admin fee / account holder | $1,330 | $3,056-56.5% | $3,839-65.3% | $5,124-74.0% |