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 | $217,544 | $95,803+127.1% | $113,168+92.2% | $84,808+156.5% |
| Participation rate | 89.1% | 72.9%+16.2pp | 76.6%+12.5pp | 68.3%+20.8pp |
| Annual return | 12.73% | 25.00%-12.3pp | 24.27%-11.5pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,470 | $2,360+4.7% | $2,975-17.0% | $2,631-6.1% |
| Participant deferral / active EE | $11,963 | $4,242+182.0% | $5,107+134.3% | $4,212+184.1% |
| Admin fee / account holder | $25,437 | $8,989+183.0% | $12,068+110.8% | $7,344+246.4% |