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 | $236,067 | $55,706+323.8% | $75,886+211.1% | $72,985+223.4% |
| Participation rate | 80.8% | 61.1%+19.6pp | 69.3%+11.5pp | 69.5%+11.3pp |
| Annual return | 26.66% | 27.59%-0.9pp | 30.76%-4.1pp | 81.00%-54.3pp |
| Employer contribution / active EE | $3,580 | $1,687+112.3% | $2,500+43.2% | $2,440+46.7% |
| Participant deferral / active EE | $7,503 | $2,634+184.9% | $3,603+108.2% | $3,607+108.0% |
| Admin fee / account holder | $3,719 | $3,978-6.5% | $5,418-31.4% | $5,124-27.4% |