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 | $245,706 | $100,326+144.9% | $180,183+36.4% | $84,808+189.7% |
| Participation rate | 89.2% | 71.0%+18.2pp | 77.4%+11.8pp | 68.3%+20.9pp |
| Annual return | 18.87% | 17.86%+1.0pp | 27.86%-9.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $4,399 | $3,269+34.6% | $5,039-12.7% | $2,631+67.2% |
| Participant deferral / active EE | $9,293 | $5,066+83.4% | $6,822+36.2% | $4,212+120.6% |
| Admin fee / account holder | $2,748 | $9,674-71.6% | $19,975-86.2% | $7,344-62.6% |