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 | $215,298 | $106,749+101.7% | $145,433+48.0% | $82,448+161.1% |
| Participation rate | 70.3% | 75.6%-5.4pp | 82.1%-11.8pp | 68.1%+2.2pp |
| Annual return | 16.99% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $4,689 | $3,444+36.1% | $4,554+3.0% | $2,551+83.8% |
| Participant deferral / active EE | $12,618 | $6,519+93.6% | $7,897+59.8% | $4,139+204.8% |
| Admin fee / account holder | $5,190 | $8,390-38.1% | $13,129-60.5% | $7,234-28.3% |