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 | $196,426 | $72,492+171.0% | $87,100+125.5% | $72,985+169.1% |
| Participation rate | 86.6% | 72.8%+13.8pp | 76.9%+9.7pp | 69.5%+17.1pp |
| Annual return | 23.14% | 24.46%-1.3pp | 28.19%-5.0pp | 81.00%-57.9pp |
| Employer contribution / active EE | $3,152 | $1,894+66.4% | $2,521+25.0% | $2,440+29.2% |
| Participant deferral / active EE | $7,472 | $3,270+128.5% | $4,049+84.6% | $3,607+107.1% |
| Admin fee / account holder | $3,092 | $5,055-38.8% | $7,497-58.8% | $5,124-39.7% |