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 | $221,467 | $89,698+146.9% | $103,476+114.0% | $80,856+173.9% |
| Participation rate | 99.0% | 76.0%+23.0pp | 80.5%+18.4pp | 67.6%+31.3pp |
| Annual return | 15.50% | 22.78%-7.3pp | 23.90%-8.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $4,879 | $4,018+21.4% | $4,672+4.4% | $2,755+77.1% |
| Participant deferral / active EE | $11,662 | $5,456+113.7% | $6,623+76.1% | $4,296+171.5% |
| Admin fee / account holder | $4,492 | $6,768-33.6% | $9,413-52.3% | $6,918-35.1% |