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 | $225,339 | $94,625+138.1% | $116,228+93.9% | $84,808+165.7% |
| Participation rate | 85.7% | 70.4%+15.3pp | 74.6%+11.2pp | 68.3%+17.4pp |
| Annual return | 16.82% | 20.40%-3.6pp | 90.06%-73.2pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,675 | $2,347+14.0% | $2,994-10.7% | $2,631+1.7% |
| Participant deferral / active EE | $7,344 | $3,972+84.9% | $4,953+48.3% | $4,212+74.4% |
| Admin fee / account holder | $5,279 | $10,091-47.7% | $11,989-56.0% | $7,344-28.1% |