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 | $217,996 | $94,625+130.4% | $116,228+87.6% | $84,808+157.0% |
| Participation rate | 77.8% | 70.4%+7.3pp | 74.6%+3.2pp | 68.3%+9.5pp |
| Annual return | 15.68% | 20.40%-4.7pp | 90.06%-74.4pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,015 | $2,347+28.5% | $2,994+0.7% | $2,631+14.6% |
| Participant deferral / active EE | $7,249 | $3,972+82.5% | $4,953+46.4% | $4,212+72.1% |
| Admin fee / account holder | $8,550 | $10,091-15.3% | $11,989-28.7% | $7,344+16.4% |