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 | $195,352 | $81,460+139.8% | $103,333+89.1% | $80,856+141.6% |
| Participation rate | 88.7% | 66.8%+21.8pp | 74.5%+14.2pp | 67.6%+21.0pp |
| Annual return | 11.67% | 25.55%-13.9pp | 24.88%-13.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $5,956 | $3,105+91.8% | $3,868+54.0% | $2,755+116.2% |
| Participant deferral / active EE | $10,032 | $3,869+159.3% | $5,057+98.4% | $4,296+133.5% |
| Admin fee / account holder | $9,663 | $6,566+47.2% | $8,355+15.7% | $6,918+39.7% |