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 | $232,063 | $95,453+143.1% | $112,040+107.1% | $82,448+181.5% |
| Participation rate | 85.5% | 72.8%+12.8pp | 76.5%+9.0pp | 68.1%+17.4pp |
| Annual return | 14.31% | 23.92%-9.6pp | 24.52%-10.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $3,958 | $2,318+70.8% | $2,954+34.0% | $2,551+55.1% |
| Participant deferral / active EE | $4,769 | $4,224+12.9% | $5,098-6.5% | $4,139+15.2% |
| Admin fee / account holder | $19,086 | $9,013+111.8% | $12,098+57.8% | $7,234+163.8% |