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 | $227,330 | $94,031+141.8% | $115,768+96.4% | $82,448+175.7% |
| Participation rate | 88.0% | 70.4%+17.6pp | 74.4%+13.6pp | 68.1%+19.9pp |
| Annual return | 14.58% | 20.61%-6.0pp | 100.46%-85.9pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,871 | $2,323+23.6% | $2,940-2.4% | $2,551+12.5% |
| Participant deferral / active EE | $6,224 | $3,972+56.7% | $4,917+26.6% | $4,139+50.4% |
| Admin fee / account holder | $2,398 | $10,249-76.6% | $12,439-80.7% | $7,234-66.9% |