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 | $230,417 | $106,749+115.8% | $145,433+58.4% | $82,448+179.5% |
| Participation rate | 81.5% | 75.6%+5.8pp | 82.1%-0.6pp | 68.1%+13.4pp |
| Annual return | 16.53% | 27.59%-11.1pp | 66.58%-50.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $5,087 | $3,444+47.7% | $4,554+11.7% | $2,551+99.4% |
| Participant deferral / active EE | $13,497 | $6,519+107.0% | $7,897+70.9% | $4,139+226.1% |
| Admin fee / account holder | $8,103 | $8,390-3.4% | $13,129-38.3% | $7,234+12.0% |