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 | $224,324 | $95,416+135.1% | $185,823+20.7% | $85,850+161.3% |
| Participation rate | 80.6% | 68.8%+11.8pp | 81.7%-1.1pp | 69.3%+11.2pp |
| Annual return | 15.93% | 23.59%-7.7pp | 122.05%-106.1pp | 318.53%-302.6pp |
| Employer contribution / active EE | $2,329 | $3,314-29.7% | $5,167-54.9% | $2,565-9.2% |
| Participant deferral / active EE | $4,406 | $3,423+28.7% | $5,568-20.9% | $3,952+11.5% |
| Admin fee / account holder | $9,770 | $7,213+35.5% | $16,237-39.8% | $6,260+56.1% |