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 | $204,670 | $101,724+101.2% | $164,813+24.2% | $80,856+153.1% |
| Participation rate | 85.5% | 71.8%+13.7pp | 78.6%+6.9pp | 67.6%+17.9pp |
| Annual return | 20.03% | 16.72%+3.3pp | 69.93%-49.9pp | 35.59%-15.6pp |
| Employer contribution / active EE | $2,075 | $2,953-29.7% | $4,341-52.2% | $2,755-24.7% |
| Participant deferral / active EE | $4,144 | $4,477-7.4% | $6,031-31.3% | $4,296-3.5% |
| Admin fee / account holder | $10,075 | $8,227+22.5% | $12,690-20.6% | $6,918+45.6% |