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 | $207,875 | $81,248+155.9% | $155,509+33.7% | $80,856+157.1% |
| Participation rate | 93.9% | 66.2%+27.7pp | 78.2%+15.8pp | 67.6%+26.3pp |
| Annual return | 15.98% | 33.31%-17.3pp | 64.67%-48.7pp | 35.59%-19.6pp |
| Employer contribution / active EE | $5,025 | $3,100+62.1% | $4,672+7.5% | $2,755+82.4% |
| Participant deferral / active EE | $4,738 | $3,452+37.3% | $5,626-15.8% | $4,296+10.3% |
| Admin fee / account holder | $5,848 | $7,997-26.9% | $15,912-63.2% | $6,918-15.5% |