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 | $215,495 | $84,233+155.8% | $170,442+26.4% | $70,131+207.3% |
| Participation rate | 96.0% | 70.8%+25.2pp | 83.6%+12.4pp | 69.5%+26.5pp |
| Annual return | 12.31% | 23.06%-10.8pp | 205.93%-193.6pp | 73.14%-60.8pp |
| Employer contribution / active EE | $929 | $3,387-72.6% | $5,433-82.9% | $2,342-60.3% |
| Participant deferral / active EE | $6,737 | $3,086+118.3% | $4,939+36.4% | $3,332+102.2% |
| Admin fee / account holder | $8,687 | $5,698+52.5% | $13,880-37.4% | $4,645+87.0% |