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 | $233,283 | $65,365+256.9% | $92,893+151.1% | $72,985+219.6% |
| Participation rate | 92.3% | 68.3%+24.0pp | 76.0%+16.3pp | 69.5%+22.8pp |
| Annual return | 20.61% | 42.10%-21.5pp | 109.41%-88.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $5,168 | $2,594+99.2% | $3,653+41.5% | $2,440+111.8% |
| Participant deferral / active EE | $3,401 | $3,128+8.7% | $4,236-19.7% | $3,607-5.7% |
| Admin fee / account holder | $3,950 | $4,251-7.1% | $5,794-31.8% | $5,124-22.9% |