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 | $217,305 | $106,749+103.6% | $145,433+49.4% | $82,448+163.6% |
| Participation rate | 95.7% | 75.6%+20.0pp | 82.1%+13.5pp | 68.1%+27.6pp |
| Annual return | 17.20% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $10,489 | $3,444+204.5% | $4,554+130.3% | $2,551+311.2% |
| Participant deferral / active EE | $11,490 | $6,519+76.3% | $7,897+45.5% | $4,139+177.6% |
| Admin fee / account holder | $8,034 | $8,390-4.2% | $13,129-38.8% | $7,234+11.0% |