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 | $223,218 | $86,922+156.8% | $102,438+117.9% | $80,874+176.0% |
| Participation rate | 84.8% | 72.4%+12.4pp | 76.5%+8.3pp | 67.6%+17.1pp |
| Annual return | 11.83% | 18.90%-7.1pp | 29.37%-17.5pp | 35.62%-23.8pp |
| Employer contribution / active EE | $2,627 | $2,369+10.9% | $3,024-13.1% | $2,756-4.7% |
| Participant deferral / active EE | $6,653 | $4,119+61.5% | $5,054+31.6% | $4,297+54.8% |
| Admin fee / account holder | $7,499 | $8,050-6.8% | $9,448-20.6% | $6,935+8.1% |