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 | $139,464 | $64,348+116.7% | $90,160+54.7% | $70,131+98.9% |
| Participation rate | 95.8% | 70.4%+25.4pp | 76.9%+19.0pp | 69.5%+26.3pp |
| Annual return | 17.18% | 28.13%-11.0pp | 34.88%-17.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $2,257 | $2,046+10.3% | $3,318-32.0% | $2,342-3.7% |
| Participant deferral / active EE | $8,911 | $4,389+103.0% | $5,288+68.5% | $3,332+167.5% |
| Admin fee / account holder | $2,956 | $3,944-25.1% | $5,943-50.3% | $4,645-36.4% |