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 | $218,927 | $95,803+128.5% | $113,168+93.5% | $84,808+158.1% |
| Participation rate | 80.2% | 72.9%+7.4pp | 76.6%+3.7pp | 68.3%+11.9pp |
| Annual return | 16.63% | 25.00%-8.4pp | 24.27%-7.6pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,784 | $2,360-24.4% | $2,975-40.0% | $2,631-32.2% |
| Participant deferral / active EE | $4,227 | $4,242-0.4% | $5,107-17.2% | $4,212+0.4% |
| Admin fee / account holder | $13,737 | $8,989+52.8% | $12,068+13.8% | $7,344+87.1% |