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 | $213,432 | $95,416+123.7% | $185,823+14.9% | $85,850+148.6% |
| Participation rate | 92.3% | 68.8%+23.5pp | 81.7%+10.6pp | 69.3%+23.0pp |
| Annual return | 17.98% | 23.59%-5.6pp | 122.05%-104.1pp | 318.53%-300.6pp |
| Employer contribution / active EE | $2,694 | $3,314-18.7% | $5,167-47.9% | $2,565+5.0% |
| Participant deferral / active EE | $5,793 | $3,423+69.2% | $5,568+4.0% | $3,952+46.6% |
| Admin fee / account holder | $6,944 | $7,213-3.7% | $16,237-57.2% | $6,260+10.9% |