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 | $213,611 | $72,012+196.6% | $185,823+15.0% | $79,858+167.5% |
| Participation rate | 93.8% | 65.8%+28.0pp | 78.0%+15.7pp | 69.6%+24.1pp |
| Annual return | 13.47% | 23.12%-9.6pp | 35.95%-22.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $11,202 | $1,965+470.2% | $4,087+174.1% | $2,471+353.4% |
| Participant deferral / active EE | $4,576 | $3,779+21.1% | $5,632-18.7% | $3,740+22.4% |
| Admin fee / account holder | $7,528 | $4,513+66.8% | $9,500-20.8% | $5,306+41.9% |