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 | $203,602 | $85,766+137.4% | $136,294+49.4% | $70,131+190.3% |
| Participation rate | 83.3% | 74.2%+9.2pp | 81.9%+1.4pp | 69.5%+13.8pp |
| Annual return | 21.09% | 31.45%-10.4pp | 5155.94%-5134.9pp | 73.14%-52.1pp |
| Employer contribution / active EE | $2,662 | $2,966-10.3% | $4,695-43.3% | $2,342+13.6% |
| Participant deferral / active EE | $7,024 | $5,051+39.0% | $6,247+12.4% | $3,332+110.8% |
| Admin fee / account holder | $12,926 | $5,420+138.5% | $9,243+39.8% | $4,645+178.3% |