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 | $212,674 | $84,556+151.5% | $116,228+83.0% | $74,304+186.2% |
| Participation rate | 76.0% | 66.0%+10.0pp | 74.6%+1.4pp | 60.3%+15.7pp |
| Annual return | 17.41% | 18.35%-0.9pp | 90.06%-72.6pp | 29.43%-12.0pp |
| Employer contribution / active EE | $2,661 | $2,168+22.7% | $2,994-11.1% | $2,241+18.7% |
| Participant deferral / active EE | $6,033 | $3,814+58.2% | $4,953+21.8% | $3,767+60.1% |
| Admin fee / account holder | $23,868 | $3,792+529.4% | $11,989+99.1% | $2,969+703.9% |