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 | $223,785 | $81,446+174.8% | $103,374+116.5% | $80,874+176.7% |
| Participation rate | 92.9% | 66.9%+26.0pp | 74.5%+18.3pp | 67.6%+25.2pp |
| Annual return | 19.93% | 25.57%-5.6pp | 24.89%-5.0pp | 35.62%-15.7pp |
| Employer contribution / active EE | $10,162 | $3,107+227.1% | $3,869+162.6% | $2,756+268.8% |
| Participant deferral / active EE | $4,495 | $3,870+16.2% | $5,058-11.1% | $4,297+4.6% |
| Admin fee / account holder | $8,760 | $6,715+30.5% | $8,394+4.4% | $6,935+26.3% |