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 | $204,766 | $76,407+168.0% | $150,298+36.2% | $82,448+148.4% |
| Participation rate | 90.7% | 66.4%+24.3pp | 77.8%+13.0pp | 68.1%+22.7pp |
| Annual return | 15.24% | 39.99%-24.8pp | 62.79%-47.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $5,194 | $2,614+98.7% | $4,154+25.0% | $2,551+103.6% |
| Participant deferral / active EE | $4,914 | $3,214+52.9% | $5,453-9.9% | $4,139+18.7% |
| Admin fee / account holder | $5,487 | $6,352-13.6% | $14,116-61.1% | $7,234-24.1% |