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 | $245,433 | $148,978+64.7% | $200,582+22.4% | $84,808+189.4% |
| Participation rate | 91.3% | 84.2%+7.1pp | 86.9%+4.4pp | 68.3%+23.0pp |
| Annual return | 19.53% | 28.16%-8.6pp | 42.33%-22.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $7,678 | $4,815+59.5% | $6,419+19.6% | $2,631+191.8% |
| Participant deferral / active EE | $12,318 | $7,142+72.5% | $9,331+32.0% | $4,212+192.5% |
| Admin fee / account holder | $12,587 | $13,977-9.9% | $16,305-22.8% | $7,344+71.4% |