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 | $241,755 | $106,749+126.5% | $145,433+66.2% | $82,448+193.2% |
| Participation rate | 96.6% | 75.6%+20.9pp | 82.1%+14.4pp | 68.1%+28.5pp |
| Annual return | 18.73% | 27.59%-8.9pp | 66.58%-47.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $13,022 | $3,444+278.1% | $4,554+185.9% | $2,551+410.5% |
| Participant deferral / active EE | $10,952 | $6,519+68.0% | $7,897+38.7% | $4,139+164.6% |
| Admin fee / account holder | $2,757 | $8,390-67.1% | $13,129-79.0% | $7,234-61.9% |