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 | $214,887 | $81,248+164.5% | $155,509+38.2% | $80,856+165.8% |
| Participation rate | 81.4% | 66.2%+15.2pp | 78.2%+3.2pp | 67.6%+13.8pp |
| Annual return | 13.51% | 33.31%-19.8pp | 64.67%-51.2pp | 35.59%-22.1pp |
| Employer contribution / active EE | $3,192 | $3,100+3.0% | $4,672-31.7% | $2,755+15.9% |
| Participant deferral / active EE | $5,703 | $3,452+65.2% | $5,626+1.4% | $4,296+32.8% |
| Admin fee / account holder | $23,055 | $7,997+188.3% | $15,912+44.9% | $6,918+233.3% |