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 | $227,832 | $108,825+109.4% | $156,181+45.9% | $82,448+176.3% |
| Participation rate | 92.6% | 72.4%+20.3pp | 78.8%+13.8pp | 68.1%+24.6pp |
| Annual return | 14.83% | 20.59%-5.8pp | 64.87%-50.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,545 | $2,870-46.1% | $4,294-64.0% | $2,551-39.4% |
| Participant deferral / active EE | $11,056 | $4,577+141.5% | $6,132+80.3% | $4,139+167.1% |
| Admin fee / account holder | $4,798 | $9,341-48.6% | $14,586-67.1% | $7,234-33.7% |