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 | $214,395 | $84,233+154.5% | $170,442+25.8% | $70,131+205.7% |
| Participation rate | 93.5% | 70.8%+22.7pp | 83.6%+9.9pp | 69.5%+24.0pp |
| Annual return | 17.12% | 23.06%-5.9pp | 205.93%-188.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $7,861 | $3,387+132.1% | $5,433+44.7% | $2,342+235.6% |
| Participant deferral / active EE | $5,614 | $3,086+81.9% | $4,939+13.7% | $3,332+68.5% |
| Admin fee / account holder | $4,756 | $5,698-16.5% | $13,880-65.7% | $4,645+2.4% |