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 5-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 | $216,921 | $100,326+116.2% | $180,183+20.4% | $84,808+155.8% |
| Participation rate | 86.7% | 71.0%+15.7pp | 77.4%+9.3pp | 68.3%+18.4pp |
| Annual return | 19.42% | 17.86%+1.6pp | 27.86%-8.4pp | 40.90%-21.5pp |
| Employer contribution / active EE | $5,171 | $3,269+58.2% | $5,039+2.6% | $2,631+96.5% |
| Participant deferral / active EE | $7,425 | $5,066+46.6% | $6,822+8.8% | $4,212+76.3% |
| Admin fee / account holder | $16,022 | $9,674+65.6% | $19,975-19.8% | $7,344+118.2% |