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 | $218,447 | $93,571+133.5% | $135,903+60.7% | $75,163+190.6% |
| Participation rate | 81.5% | 75.2%+6.3pp | 81.9%-0.4pp | 67.2%+14.3pp |
| Annual return | 18.30% | 30.90%-12.6pp | 68.23%-49.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,869 | $3,537-47.2% | $4,856-61.5% | $2,670-30.0% |
| Participant deferral / active EE | $10,801 | $6,404+68.7% | $7,758+39.2% | $4,125+161.8% |
| Admin fee / account holder | $16,589 | $6,975+137.8% | $10,762+54.1% | $5,651+193.6% |