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 | $238,022 | $95,803+148.4% | $113,168+110.3% | $84,808+180.7% |
| Participation rate | 82.8% | 72.9%+9.9pp | 76.6%+6.2pp | 68.3%+14.4pp |
| Annual return | 13.07% | 25.00%-11.9pp | 24.27%-11.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,851 | $2,360+20.8% | $2,975-4.2% | $2,631+8.4% |
| Participant deferral / active EE | $10,598 | $4,242+149.8% | $5,107+107.5% | $4,212+151.6% |
| Admin fee / account holder | $7,745 | $8,989-13.8% | $12,068-35.8% | $7,344+5.5% |