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 | $242,562 | $146,267+65.8% | $197,124+23.1% | $82,448+194.2% |
| Participation rate | 96.4% | 84.0%+12.3pp | 86.7%+9.6pp | 68.1%+28.3pp |
| Annual return | 16.39% | 29.61%-13.2pp | 44.34%-28.0pp | 41.64%-25.2pp |
| Employer contribution / active EE | $12,388 | $4,723+162.3% | $6,227+98.9% | $2,551+385.6% |
| Participant deferral / active EE | $12,899 | $7,035+83.4% | $9,135+41.2% | $4,139+211.6% |
| Admin fee / account holder | $13,020 | $14,422-9.7% | $16,298-20.1% | $7,234+80.0% |