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 | $201,643 | $95,803+110.5% | $113,168+78.2% | $84,808+137.8% |
| Participation rate | 91.2% | 72.9%+18.3pp | 76.6%+14.6pp | 68.3%+22.9pp |
| Annual return | 17.20% | 25.00%-7.8pp | 24.27%-7.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,291 | $2,360+39.4% | $2,975+10.6% | $2,631+25.1% |
| Participant deferral / active EE | $7,142 | $4,242+68.4% | $5,107+39.8% | $4,212+69.6% |
| Admin fee / account holder | $5,785 | $8,989-35.6% | $12,068-52.1% | $7,344-21.2% |