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 | $239,075 | $78,672+203.9% | $109,143+119.0% | $85,850+178.5% |
| Participation rate | 97.9% | 68.3%+29.6pp | 75.9%+22.0pp | 69.3%+28.6pp |
| Annual return | 13.60% | 25.09%-11.5pp | 25.75%-12.2pp | 318.53%-304.9pp |
| Employer contribution / active EE | $3,286 | $2,735+20.2% | $3,722-11.7% | $2,565+28.1% |
| Participant deferral / active EE | $7,737 | $3,467+123.1% | $4,653+66.3% | $3,952+95.8% |
| Admin fee / account holder | $3,373 | $5,469-38.3% | $6,752-50.0% | $6,260-46.1% |