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 | $216,795 | $95,803+126.3% | $113,168+91.6% | $84,808+155.6% |
| Participation rate | 88.5% | 72.9%+15.6pp | 76.6%+11.9pp | 68.3%+20.2pp |
| Annual return | 15.61% | 25.00%-9.4pp | 24.27%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,560 | $2,360-33.9% | $2,975-47.6% | $2,631-40.7% |
| Participant deferral / active EE | $8,893 | $4,242+109.6% | $5,107+74.1% | $4,212+111.1% |
| Admin fee / account holder | $4,476 | $8,989-50.2% | $12,068-62.9% | $7,344-39.0% |