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 | $222,933 | $109,881+102.9% | $150,045+48.6% | $84,808+162.9% |
| Participation rate | 89.1% | 76.1%+13.0pp | 82.3%+6.8pp | 68.3%+20.8pp |
| Annual return | 16.09% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,262 | $3,561-36.5% | $4,693-51.8% | $2,631-14.0% |
| Participant deferral / active EE | $8,042 | $6,636+21.2% | $7,997+0.6% | $4,212+91.0% |
| Admin fee / account holder | $10,726 | $8,568+25.2% | $13,435-20.2% | $7,344+46.1% |