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 | $214,759 | $77,896+175.7% | $134,172+60.1% | $82,448+160.5% |
| Participation rate | 83.3% | 62.8%+20.5pp | 72.5%+10.9pp | 68.1%+15.3pp |
| Annual return | 15.39% | 18.21%-2.8pp | 25.30%-9.9pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,539 | $2,159-28.7% | $3,420-55.0% | $2,551-39.7% |
| Participant deferral / active EE | $5,371 | $3,162+69.8% | $4,690+14.5% | $4,139+29.7% |
| Admin fee / account holder | $2,598 | $6,336-59.0% | $12,016-78.4% | $7,234-64.1% |