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 | $224,727 | $95,803+134.6% | $113,168+98.6% | $84,808+165.0% |
| Participation rate | 88.9% | 72.9%+16.0pp | 76.6%+12.3pp | 68.3%+20.6pp |
| Annual return | 12.76% | 25.00%-12.2pp | 24.27%-11.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $5,728 | $2,360+142.7% | $2,975+92.5% | $2,631+117.7% |
| Participant deferral / active EE | $11,616 | $4,242+173.8% | $5,107+127.5% | $4,212+175.8% |
| Admin fee / account holder | $6,410 | $8,989-28.7% | $12,068-46.9% | $7,344-12.7% |