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 | $225,601 | $93,571+141.1% | $135,903+66.0% | $75,163+200.1% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+11.0pp | 67.2%+25.7pp |
| Annual return | 17.39% | 30.90%-13.5pp | 68.23%-50.8pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,207 | $3,537-65.9% | $4,856-75.2% | $2,670-54.8% |
| Participant deferral / active EE | $7,003 | $6,404+9.3% | $7,758-9.7% | $4,125+69.8% |
| Admin fee / account holder | $3,401 | $6,975-51.2% | $10,762-68.4% | $5,651-39.8% |