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 | $205,843 | $49,915+312.4% | $154,803+33.0% | $74,304+177.0% |
| Participation rate | 92.9% | 54.0%+38.9pp | 78.1%+14.8pp | 60.3%+32.5pp |
| Annual return | 17.12% | 34.06%-16.9pp | 58.88%-41.8pp | 29.43%-12.3pp |
| Employer contribution / active EE | $5,249 | $1,611+225.7% | $4,305+21.9% | $2,241+134.2% |
| Participant deferral / active EE | $5,089 | $2,255+125.7% | $5,540-8.1% | $3,767+35.1% |
| Admin fee / account holder | $7,576 | $2,189+246.1% | $14,329-47.1% | $2,969+155.2% |