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 | $217,279 | $65,365+232.4% | $92,893+133.9% | $72,985+197.7% |
| Participation rate | 89.4% | 68.3%+21.1pp | 76.0%+13.4pp | 69.5%+19.9pp |
| Annual return | 25.34% | 42.10%-16.8pp | 109.41%-84.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $2,072 | $2,594-20.1% | $3,653-43.3% | $2,440-15.1% |
| Participant deferral / active EE | $6,558 | $3,128+109.6% | $4,236+54.8% | $3,607+81.8% |
| Admin fee / account holder | $3,615 | $4,251-15.0% | $5,794-37.6% | $5,124-29.5% |