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 | $218,068 | $106,749+104.3% | $145,433+49.9% | $82,448+164.5% |
| Participation rate | 83.3% | 75.6%+7.7pp | 82.1%+1.2pp | 68.1%+15.3pp |
| Annual return | 15.32% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $6,974 | $3,444+102.5% | $4,554+53.1% | $2,551+173.4% |
| Participant deferral / active EE | $11,495 | $6,519+76.3% | $7,897+45.6% | $4,139+177.7% |
| Admin fee / account holder | $8,633 | $8,390+2.9% | $13,129-34.2% | $7,234+19.3% |