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 | $245,040 | $65,365+274.9% | $92,893+163.8% | $72,985+235.7% |
| Participation rate | 72.7% | 68.3%+4.4pp | 76.0%-3.3pp | 69.5%+3.2pp |
| Annual return | 21.12% | 42.10%-21.0pp | 109.41%-88.3pp | 81.00%-59.9pp |
| Employer contribution / active EE | $3,921 | $2,594+51.2% | $3,653+7.3% | $2,440+60.7% |
| Participant deferral / active EE | $8,795 | $3,128+181.1% | $4,236+107.6% | $3,607+143.8% |
| Admin fee / account holder | $4,187 | $4,251-1.5% | $5,794-27.7% | $5,124-18.3% |