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 | $227,922 | $108,825+109.4% | $156,181+45.9% | $82,448+176.4% |
| Participation rate | 97.2% | 72.4%+24.9pp | 78.8%+18.4pp | 68.1%+29.2pp |
| Annual return | 12.90% | 20.59%-7.7pp | 64.87%-52.0pp | 41.64%-28.7pp |
| Employer contribution / active EE | $7,437 | $2,870+159.1% | $4,294+73.2% | $2,551+191.5% |
| Participant deferral / active EE | $7,288 | $4,577+59.2% | $6,132+18.8% | $4,139+76.1% |
| Admin fee / account holder | $10,915 | $9,341+16.9% | $14,586-25.2% | $7,234+50.9% |