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 | $243,484 | $83,477+191.7% | $125,175+94.5% | $72,985+233.6% |
| Participation rate | 86.7% | 73.3%+13.4pp | 79.8%+6.9pp | 69.5%+17.2pp |
| Annual return | 21.75% | 25.78%-4.0pp | 43.79%-22.0pp | 81.00%-59.3pp |
| Employer contribution / active EE | $2,647 | $2,345+12.9% | $3,865-31.5% | $2,440+8.5% |
| Participant deferral / active EE | $5,655 | $3,585+57.7% | $4,937+14.6% | $3,607+56.8% |
| Admin fee / account holder | $757 | $5,517-86.3% | $9,702-92.2% | $5,124-85.2% |