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 | $214,833 | $76,552+180.6% | $123,892+73.4% | $62,891+241.6% |
| Participation rate | 94.7% | 73.0%+21.8pp | 81.4%+13.3pp | 69.3%+25.4pp |
| Annual return | 10.88% | 18.68%-7.8pp | 47.52%-36.6pp | 20.14%-9.3pp |
| Employer contribution / active EE | $6,095 | $2,883+111.4% | $4,617+32.0% | $2,281+167.2% |
| Participant deferral / active EE | $13,983 | $4,840+188.9% | $5,984+133.7% | $3,203+336.6% |
| Admin fee / account holder | $3,507 | $4,826-27.3% | $8,357-58.0% | $4,296-18.4% |