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 | $232,139 | $72,492+220.2% | $87,100+166.5% | $72,985+218.1% |
| Participation rate | 98.4% | 72.8%+25.6pp | 76.9%+21.5pp | 69.5%+28.9pp |
| Annual return | 20.86% | 24.46%-3.6pp | 28.19%-7.3pp | 81.00%-60.1pp |
| Employer contribution / active EE | $2,381 | $1,894+25.7% | $2,521-5.6% | $2,440-2.4% |
| Participant deferral / active EE | $4,757 | $3,270+45.5% | $4,049+17.5% | $3,607+31.9% |
| Admin fee / account holder | $8,872 | $5,055+75.5% | $7,497+18.3% | $5,124+73.1% |