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 | $215,119 | $81,248+164.8% | $155,509+38.3% | $80,856+166.1% |
| Participation rate | 89.5% | 66.2%+23.2pp | 78.2%+11.3pp | 67.6%+21.8pp |
| Annual return | 11.22% | 33.31%-22.1pp | 64.67%-53.4pp | 35.59%-24.4pp |
| Employer contribution / active EE | $5,545 | $3,100+78.9% | $4,672+18.7% | $2,755+101.3% |
| Participant deferral / active EE | $5,907 | $3,452+71.1% | $5,626+5.0% | $4,296+37.5% |
| Admin fee / account holder | $2,766 | $7,997-65.4% | $15,912-82.6% | $6,918-60.0% |