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 | $198,217 | $103,376+91.7% | $87,100+127.6% | $152,861+29.7% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 18.60% | 28.10%-9.5pp | 28.19%-9.6pp | 345.32%-326.7pp |
| Employer contribution / active EE | $2,653 | $3,220-17.6% | $2,521+5.2% | $4,762-44.3% |
| Participant deferral / active EE | $7,380 | $4,778+54.5% | $4,049+82.3% | $5,850+26.2% |
| Admin fee / account holder | $17,975 | $12,205+47.3% | $7,497+139.8% | $11,596+55.0% |