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 | $219,435 | $86,929+152.4% | $102,423+114.2% | $80,856+171.4% |
| Participation rate | 94.6% | 72.4%+22.2pp | 76.5%+18.1pp | 67.6%+27.0pp |
| Annual return | 15.14% | 18.88%-3.7pp | 29.32%-14.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,575 | $2,369+8.7% | $3,023-14.8% | $2,755-6.5% |
| Participant deferral / active EE | $6,997 | $4,118+69.9% | $5,053+38.5% | $4,296+62.9% |
| Admin fee / account holder | $1,609 | $8,049-80.0% | $9,451-83.0% | $6,918-76.7% |