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 | $214,200 | $94,031+127.8% | $115,768+85.0% | $82,448+159.8% |
| Participation rate | 76.9% | 70.4%+6.5pp | 74.4%+2.5pp | 68.1%+8.9pp |
| Annual return | 15.88% | 20.61%-4.7pp | 100.46%-84.6pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,033 | $2,323-12.5% | $2,940-30.9% | $2,551-20.3% |
| Participant deferral / active EE | $5,815 | $3,972+46.4% | $4,917+18.3% | $4,139+40.5% |
| Admin fee / account holder | $5,038 | $10,249-50.8% | $12,439-59.5% | $7,234-30.4% |